+92.7%
SLV vs UAL
+116.7%
-24.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -6.0% | +2.7% | -2.7% |
| 7D | -3.9% | +0.7% | -4.5% | -3.9% |
| 30D | -15.6% | +7.8% | -23.4% | -16.3% |
| 3M | -23.6% | -11.1% | -12.5% | -22.9% |
| 6M | -42.6% | +16.1% | -58.6% | -43.5% |
| YTD | -30.0% | -0.5% | -29.4% | -30.6% |
| 1Y | -6.6% | +11.3% | -17.9% | -8.2% |
| 3Y | +121.8% | +192.8% | -71.0% | +104.2% |
| 5Y | +92.7% | +123.3% | -30.6% | +76.9% |
| All | +92.7% | +116.7% | -24.0% | +76.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling