+65.6%
SLV vs MSTU
-91.8%
+157.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -12.9% | +9.6% | -2.4% |
| 7D | -3.9% | -23.0% | +19.1% | -2.2% |
| 30D | -15.6% | -47.7% | +32.0% | -12.4% |
| 3M | -23.6% | +12.5% | -36.1% | -25.3% |
| 6M | -42.6% | -76.1% | +33.5% | -39.9% |
| YTD | -30.0% | -75.5% | +45.5% | -28.6% |
| 1Y | -6.6% | -90.1% | +83.4% | -2.7% |
| All | +65.6% | -91.8% | +157.5% | +63.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTU.
Daily Out/Under-Performance
Portfolio return minus MSTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTU 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 MSTU 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