+3.5%
UNH vs SLV
+170.6%
-167.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.3% | -4.2% | -2.0% |
| 7D | -1.7% | +2.8% | -4.4% | -1.8% |
| 30D | -3.8% | +2.2% | -6.0% | -4.0% |
| 3M | -4.3% | +2.9% | -7.2% | -4.5% |
| 6M | +38.6% | -22.4% | +61.0% | +39.8% |
| YTD | +20.7% | -5.7% | +26.4% | +19.8% |
| 1Y | +16.0% | +63.3% | -47.3% | +12.5% |
| 3Y | -13.5% | +189.0% | -202.5% | -19.6% |
| 5Y | +3.5% | +172.7% | -169.1% | -6.0% |
| All | +3.5% | +170.6% | -167.1% | -6.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SLV.
Daily Out/Under-Performance
Portfolio return minus SLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLV 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 SLV 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