+168.6%
SLV vs MUB
+21.1%
+147.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.2% |
| 7D | +5.1% | +0.7% | +4.4% | +4.2% |
| 30D | -12.9% | +4.4% | -17.3% | -17.5% |
| 3M | -16.1% | -0.2% | -15.9% | -15.9% |
| 6M | -33.2% | -0.6% | -32.6% | -32.6% |
| YTD | -27.2% | +0.3% | -27.6% | -27.3% |
| 1Y | +7.6% | +0.8% | +6.9% | +7.0% |
| 3Y | +122.3% | +12.0% | +110.3% | +94.3% |
| 5Y | +109.7% | +3.4% | +106.3% | +100.7% |
| All | +168.6% | +21.1% | +147.5% | +104.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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