+237.7%
SLV vs UAL
+244.6%
-6.9%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.8% | +2.2% | +0.4% |
| 7D | -1.1% | +2.3% | -3.3% | -1.1% |
| 30D | -14.2% | +13.3% | -27.5% | -14.3% |
| 3M | -20.3% | -6.3% | -14.0% | -20.3% |
| 6M | -40.2% | +22.5% | -62.7% | -40.4% |
| YTD | -27.6% | +5.9% | -33.4% | -27.7% |
| 1Y | +0.4% | +24.7% | -24.2% | +0.1% |
| 3Y | +129.4% | +211.6% | -82.2% | +127.6% |
| 5Y | +99.8% | +130.6% | -30.8% | +98.2% |
| 10Y | +183.2% | +96.5% | +86.8% | +180.0% |
| All | +237.7% | +244.6% | -6.9% | +256.5% |
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