+159.6%
SLV vs MSFU
+88.0%
+71.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.4% | -2.6% | -2.2% |
| 7D | -5.8% | -2.8% | -3.1% | -5.5% |
| 30D | -12.1% | -5.3% | -6.8% | -11.6% |
| 3M | -24.1% | +7.2% | -31.4% | -25.1% |
| 6M | -44.4% | +51.0% | -95.4% | -48.3% |
| YTD | -31.5% | -1.2% | -30.3% | -33.1% |
| 1Y | -6.9% | -10.3% | +3.4% | -7.9% |
| 3Y | +116.0% | +22.2% | +93.8% | +97.7% |
| All | +159.6% | +88.0% | +71.6% | +120.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded MSFU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling