+106.9%
SLV vs UAL
+109.3%
-2.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.0% | -2.2% | -0.3% |
| 7D | +5.1% | +8.2% | -3.1% | +4.3% |
| 30D | -12.9% | +2.3% | -15.2% | -13.2% |
| 3M | -16.1% | -12.7% | -3.4% | -15.2% |
| 6M | -33.2% | +12.7% | -45.9% | -34.1% |
| YTD | -27.2% | +0.8% | -28.1% | -28.0% |
| 1Y | +7.6% | +17.8% | -10.2% | +5.4% |
| 3Y | +122.3% | +206.7% | -84.3% | +104.4% |
| All | +106.9% | +109.3% | -2.4% | +91.2% |
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