+218.9%
SLV vs MSI
+590.9%
-372.1%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.3% | -0.6% |
| 7D | +2.5% | -5.8% | +8.3% | +3.2% |
| 30D | +3.3% | -1.0% | +4.2% | +3.3% |
| 3M | -3.6% | +14.2% | -17.7% | -5.4% |
| 6M | -21.8% | +1.0% | -22.9% | -22.2% |
| YTD | -7.8% | +21.5% | -29.3% | -10.7% |
| 1Y | +58.3% | -2.1% | +60.4% | +57.9% |
| 3Y | +182.6% | +69.3% | +113.3% | +159.0% |
| 5Y | +167.8% | +99.3% | +68.5% | +138.4% |
| 10Y | +218.9% | +595.0% | -376.2% | +175.1% |
| All | +218.9% | +590.9% | -372.1% | +175.1% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling