+62.0%
SLV vs MSTU
-92.2%
+154.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -5.0% | +2.8% | -1.9% |
| 7D | -5.8% | -25.8% | +20.0% | -4.0% |
| 30D | -12.1% | -43.9% | +31.7% | -9.1% |
| 3M | -24.1% | +2.9% | -27.0% | -25.4% |
| 6M | -44.4% | -75.5% | +31.1% | -41.8% |
| YTD | -31.5% | -76.7% | +45.2% | -29.9% |
| 1Y | -6.9% | -88.9% | +82.0% | -3.1% |
| All | +62.0% | -92.2% | +154.2% | +60.5% |
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