+62.0%
SLV vs UPS
+27.3%
+34.7%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -0.9% |
| 7D | -0.3% | -2.9% | +2.6% | +0.6% |
| 30D | +6.7% | -3.5% | +10.2% | +7.8% |
| 3M | -10.7% | -5.7% | -5.0% | -9.4% |
| 6M | -20.6% | -4.4% | -16.2% | -20.7% |
| YTD | -7.1% | +8.0% | -15.2% | -5.6% |
| 1Y | +62.0% | +29.0% | +32.9% | +70.9% |
| All | +62.0% | +27.3% | +34.7% | +70.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UPS.
Daily Out/Under-Performance
Portfolio return minus UPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPS 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 UPS 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