+239.8%
SLV vs UAL
+221.7%
+18.1%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.6% | +4.1% | -0.4% |
| 7D | -0.7% | +5.0% | -5.8% | -0.8% |
| 30D | -15.4% | -1.2% | -14.1% | -15.4% |
| 3M | -16.3% | -16.8% | +0.5% | -16.1% |
| 6M | -28.8% | +18.0% | -46.8% | -29.0% |
| YTD | -27.1% | -1.2% | -26.0% | -27.2% |
| 1Y | +7.5% | +14.3% | -6.8% | +7.3% |
| 3Y | +121.2% | +194.6% | -73.4% | +119.7% |
| 5Y | +110.0% | +109.6% | +0.4% | +108.5% |
| 10Y | +168.8% | +93.1% | +75.7% | +166.3% |
| All | +239.8% | +221.7% | +18.1% | +258.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling