+122.3%
SLV vs MSI
+77.7%
+44.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | -0.1% |
| 7D | +5.1% | +4.7% | +0.4% | +4.9% |
| 30D | -12.9% | +14.8% | -27.7% | -13.3% |
| 3M | -16.1% | +8.8% | -24.9% | -16.3% |
| 6M | -33.2% | +19.3% | -52.5% | -33.9% |
| YTD | -27.2% | +35.3% | -62.6% | -29.2% |
| 1Y | +7.6% | +33.8% | -26.1% | +4.8% |
| 3Y | +122.3% | +74.4% | +47.9% | +100.1% |
| All | +122.3% | +77.7% | +44.7% | +100.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling