+62.0%
SLV vs MSI
-0.7%
+62.7%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -1.3% |
| 7D | -0.3% | -3.7% | +3.4% | -0.6% |
| 30D | +6.7% | +6.8% | -0.1% | +6.9% |
| 3M | -10.7% | +14.3% | -25.0% | -10.3% |
| 6M | -20.6% | -1.6% | -19.0% | -20.7% |
| YTD | -7.1% | +22.8% | -29.9% | -8.1% |
| 1Y | +62.0% | -1.1% | +63.1% | +56.8% |
| All | +62.0% | -0.7% | +62.7% | +56.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 1y: compounded portfolio wealth divided by compounded MSI 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…
1y analysis · Full analysis span regression · 6 months rolling