+14.0%
JPM vs SLV
-8.6%
+22.6%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.2% | +3.2% | +1.1% |
| 7D | +3.5% | -5.8% | +9.3% | +3.9% |
| 30D | +3.3% | -12.1% | +15.4% | +3.9% |
| 3M | -4.2% | -24.1% | +19.9% | -2.9% |
| 6M | +16.4% | -44.4% | +60.8% | +19.3% |
| YTD | +9.5% | -31.5% | +41.0% | +9.1% |
| 1Y | +14.0% | -6.9% | +21.0% | +12.0% |
| All | +14.0% | -8.6% | +22.6% | +12.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling