+106.9%
SLV vs UNP
+35.3%
+71.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.6% | +2.5% | +0.2% |
| 7D | +5.1% | -4.6% | +9.6% | +5.7% |
| 30D | -12.9% | +5.6% | -18.5% | -13.6% |
| 3M | -16.1% | -1.3% | -14.8% | -16.0% |
| 6M | -33.2% | +9.2% | -42.4% | -34.2% |
| YTD | -27.2% | +27.3% | -54.6% | -30.3% |
| 1Y | +7.6% | +35.9% | -28.3% | +1.8% |
| 3Y | +122.3% | +45.5% | +76.9% | +104.2% |
| All | +106.9% | +35.3% | +71.6% | +88.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling