+58.3%
SLV vs UNP
+34.3%
+24.0%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.3% | -0.8% |
| 7D | +2.5% | -0.7% | +3.3% | +2.4% |
| 30D | +3.3% | -1.1% | +4.4% | +3.3% |
| 3M | -3.6% | +7.9% | -11.4% | -2.8% |
| 6M | -21.8% | +14.6% | -36.5% | -21.4% |
| YTD | -7.8% | +26.6% | -34.4% | -3.8% |
| 1Y | +58.3% | +35.6% | +22.7% | +62.0% |
| All | +58.3% | +34.3% | +24.0% | +62.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UNP.
Daily Out/Under-Performance
Portfolio return minus UNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNP 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 UNP 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