+333.1%
SLV vs MSI
+615.5%
-282.4%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -1.1% |
| 7D | -0.3% | -3.7% | +3.4% | +0.1% |
| 30D | +6.7% | +6.8% | -0.1% | +5.8% |
| 3M | -10.7% | +14.3% | -25.0% | -12.2% |
| 6M | -20.6% | -1.6% | -19.0% | -20.7% |
| YTD | -7.1% | +22.8% | -29.9% | -9.8% |
| 1Y | +62.0% | -1.1% | +63.1% | +61.4% |
| 3Y | +169.8% | +70.5% | +99.4% | +151.0% |
| 5Y | +161.5% | +102.8% | +58.7% | +137.0% |
| 10Y | +224.4% | +597.4% | -373.0% | +153.4% |
| All | +333.1% | +615.5% | -282.4% | +206.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling