+165.7%
SLV vs UNP
+51.0%
+114.8%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.2% |
| 7D | -0.3% | -5.3% | +5.0% | +0.4% |
| 30D | +6.7% | -1.5% | +8.2% | +6.9% |
| 3M | -10.7% | +10.3% | -20.9% | -12.1% |
| 6M | -20.6% | +9.7% | -30.3% | -21.9% |
| YTD | -7.1% | +27.1% | -34.2% | -10.9% |
| 1Y | +62.0% | +32.6% | +29.4% | +54.0% |
| 3Y | +169.8% | +40.0% | +129.8% | +150.3% |
| All | +165.7% | +51.0% | +114.8% | +140.3% |
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