+333.1%
SLV vs UPS
+149.6%
+183.5%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -1.0% |
| 7D | -0.3% | -2.9% | +2.6% | +0.1% |
| 30D | +6.7% | -3.5% | +10.2% | +7.2% |
| 3M | -10.7% | -5.7% | -5.0% | -10.0% |
| 6M | -20.6% | -4.4% | -16.2% | -20.3% |
| YTD | -7.1% | +8.0% | -15.2% | -8.1% |
| 1Y | +62.0% | +29.0% | +32.9% | +56.8% |
| 3Y | +169.8% | -27.7% | +197.5% | +177.5% |
| 5Y | +161.5% | -34.3% | +195.8% | +169.4% |
| 10Y | +224.4% | +37.8% | +186.6% | +196.9% |
| All | +333.1% | +149.6% | +183.5% | +223.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling