+175.8%
SLV vs MSI
+664.3%
-488.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.3% | -2.2% |
| 7D | -5.8% | +3.2% | -9.1% | -6.2% |
| 30D | -12.1% | +17.6% | -29.7% | -13.9% |
| 3M | -24.1% | +14.5% | -38.6% | -25.4% |
| 6M | -44.4% | +34.3% | -78.6% | -46.6% |
| YTD | -31.5% | +39.7% | -71.2% | -34.8% |
| 1Y | -6.9% | +40.2% | -47.1% | -11.5% |
| 3Y | +116.0% | +77.1% | +38.9% | +97.3% |
| 5Y | +88.4% | +124.0% | -35.6% | +65.2% |
| All | +175.8% | +664.3% | -488.5% | +124.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling