+10.3%
SLV vs MSI
+28.6%
-18.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.2% | +4.0% | +5.3% |
| 7D | -3.9% | +2.8% | -6.7% | -3.6% |
| 30D | -14.5% | +9.1% | -23.6% | -13.9% |
| 3M | -12.4% | +12.5% | -24.9% | -11.9% |
| 6M | -28.5% | +14.2% | -42.7% | -28.4% |
| YTD | -26.8% | +30.7% | -57.5% | -30.7% |
| 1Y | +10.3% | +27.5% | -17.2% | +8.2% |
| All | +10.3% | +28.6% | -18.2% | +8.2% |
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