+164.3%
SLV vs AJG
+74.4%
+89.9%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.2% | +2.3% | +1.0% |
| 7D | -2.8% | -8.3% | +5.4% | -3.1% |
| 30D | -1.6% | -5.7% | +4.1% | -1.8% |
| 3M | -4.4% | +9.1% | -13.5% | -4.3% |
| 6M | -25.4% | +15.2% | -40.6% | -25.3% |
| YTD | -9.8% | -6.3% | -3.5% | -8.7% |
| 1Y | +53.8% | -19.1% | +72.9% | +57.6% |
| 3Y | +174.7% | +8.2% | +166.4% | +169.9% |
| All | +164.3% | +74.4% | +89.9% | +147.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling