+251.9%
SLV vs MSFU
+76.3%
+175.6%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.2% | +3.0% | -0.6% |
| 7D | -0.3% | -5.7% | +5.4% | +0.4% |
| 30D | +6.7% | +4.2% | +2.5% | +5.9% |
| 3M | -10.7% | +27.9% | -38.6% | -14.6% |
| 6M | -20.6% | +37.1% | -57.7% | -25.4% |
| YTD | -7.1% | -7.4% | +0.2% | -8.3% |
| 1Y | +62.0% | -19.6% | +81.6% | +62.6% |
| 3Y | +169.8% | +33.2% | +136.6% | +142.3% |
| All | +251.9% | +76.3% | +175.6% | +201.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling