+171.1%
SLV vs UAL
+94.5%
+76.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.0% | -2.2% | -0.3% |
| 7D | +5.1% | +8.2% | -3.1% | +4.4% |
| 30D | -12.9% | +2.3% | -15.2% | -13.1% |
| 3M | -16.1% | -12.7% | -3.4% | -15.3% |
| 6M | -33.2% | +12.7% | -45.9% | -34.0% |
| YTD | -27.2% | +0.8% | -28.1% | -27.8% |
| 1Y | +7.6% | +17.8% | -10.2% | +5.7% |
| 3Y | +122.3% | +206.7% | -84.3% | +101.6% |
| 5Y | +109.7% | +113.9% | -4.2% | +91.8% |
| All | +171.1% | +94.5% | +76.6% | +136.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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