+182.6%
SLV vs UPS
-26.6%
+209.1%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.8% | +1.0% | -0.4% |
| 7D | +2.5% | -2.1% | +4.6% | +2.9% |
| 30D | +3.3% | -2.3% | +5.6% | +3.7% |
| 3M | -3.6% | -5.2% | +1.6% | -2.8% |
| 6M | -21.8% | +1.4% | -23.2% | -22.0% |
| YTD | -7.8% | +6.1% | -13.9% | -8.2% |
| 1Y | +58.3% | +27.0% | +31.3% | +54.9% |
| 3Y | +182.6% | -25.9% | +208.5% | +183.5% |
| All | +182.6% | -26.6% | +209.1% | +183.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling