+183.2%
SLV vs UPS
+45.7%
+137.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | +0.2% |
| 7D | -1.1% | -1.6% | +0.5% | -0.9% |
| 30D | -14.2% | +17.9% | -32.1% | -15.7% |
| 3M | -20.3% | +9.4% | -29.7% | -21.2% |
| 6M | -40.2% | +16.2% | -56.4% | -41.2% |
| YTD | -27.6% | +18.8% | -46.3% | -28.9% |
| 1Y | +0.4% | +26.1% | -25.7% | -1.8% |
| 3Y | +129.4% | -4.5% | +133.8% | +127.8% |
| 5Y | +99.8% | -33.2% | +133.0% | +102.4% |
| 10Y | +183.2% | +44.3% | +138.9% | +168.0% |
| All | +183.2% | +45.7% | +137.5% | +168.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling