+10.3%
SLV vs UMC
+112.5%
-102.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -2.1% | +7.2% | +5.6% |
| 7D | -3.9% | -14.7% | +10.8% | -0.8% |
| 30D | -14.5% | -32.9% | +18.4% | -7.8% |
| 3M | -12.4% | -22.2% | +9.7% | -8.3% |
| 6M | -28.5% | +25.9% | -54.4% | -36.4% |
| YTD | -26.8% | +107.9% | -134.7% | -42.6% |
| 1Y | +10.3% | +115.0% | -104.7% | -14.6% |
| All | +10.3% | +112.5% | -102.2% | -14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UMC.
Daily Out/Under-Performance
Portfolio return minus UMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UMC 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 1y: compounded portfolio wealth divided by compounded UMC 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…
1y analysis · Full analysis span regression · 6 months rolling