+973.9%
UNH vs SLV
+242.1%
+731.8%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.2% | +2.8% | +0.7% |
| 7D | +3.4% | -5.8% | +9.2% | +3.8% |
| 30D | +3.0% | -12.1% | +15.1% | +3.9% |
| 3M | +2.7% | -24.1% | +26.9% | +4.6% |
| 6M | +2.8% | -44.4% | +47.2% | +6.8% |
| YTD | +25.9% | -31.5% | +57.4% | +27.3% |
| 1Y | +25.8% | -6.9% | +32.7% | +24.0% |
| 3Y | -20.0% | +116.0% | -136.0% | -27.0% |
| 5Y | -2.8% | +88.4% | -91.3% | -10.8% |
| 10Y | +228.7% | +167.9% | +60.8% | +187.5% |
| All | +973.9% | +242.1% | +731.8% | +714.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling