+175.7%
SLV vs MSFU
+93.3%
+82.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.9% | +1.7% | +0.1% |
| 7D | +5.1% | +2.5% | +2.6% | +4.6% |
| 30D | -12.9% | -1.3% | -11.6% | -12.9% |
| 3M | -16.1% | +8.6% | -24.7% | -17.3% |
| 6M | -33.2% | +48.4% | -81.6% | -37.7% |
| YTD | -27.2% | +1.6% | -28.8% | -29.2% |
| 1Y | +7.6% | -5.8% | +13.4% | +5.7% |
| 3Y | +122.3% | +30.9% | +91.4% | +101.2% |
| All | +175.7% | +93.3% | +82.4% | +132.8% |
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