+171.7%
SLV vs AJG
+9.5%
+162.2%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.4% | -4.9% | -5.4% |
| 7D | -5.0% | -8.5% | +3.5% | -6.3% |
| 30D | -1.8% | -3.8% | +2.0% | -2.3% |
| 3M | -0.3% | +10.8% | -11.1% | +1.4% |
| 6M | -28.2% | +15.6% | -43.8% | -26.3% |
| YTD | -10.7% | -5.1% | -5.6% | -9.0% |
| 1Y | +53.7% | -16.0% | +69.7% | +56.6% |
| All | +171.7% | +9.5% | +162.2% | +175.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling