+62.0%
SLV vs AJG
-12.9%
+74.9%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.3% | -1.7% |
| 7D | -0.3% | -1.8% | +1.5% | -0.9% |
| 30D | +6.7% | +4.6% | +2.0% | +8.3% |
| 3M | -10.7% | +24.9% | -35.6% | -3.1% |
| 6M | -20.6% | +17.2% | -37.8% | -14.7% |
| YTD | -7.1% | +2.2% | -9.3% | -1.5% |
| 1Y | +62.0% | -11.5% | +73.5% | +63.9% |
| All | +62.0% | -12.9% | +74.9% | +63.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AJG.
Daily Out/Under-Performance
Portfolio return minus AJG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AJG 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 AJG 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