+339.6%
SLV vs AJG
+1,524.9%
-1,185.3%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.9% | +5.1% | +2.4% |
| 7D | +2.8% | -7.4% | +10.2% | +3.3% |
| 30D | +2.2% | -3.0% | +5.2% | +2.4% |
| 3M | +2.9% | +12.8% | -9.9% | +1.9% |
| 6M | -22.4% | +12.8% | -35.3% | -23.3% |
| YTD | -5.7% | -4.7% | -1.0% | -5.6% |
| 1Y | +63.3% | -17.2% | +80.5% | +65.5% |
| 3Y | +189.0% | +10.2% | +178.8% | +183.7% |
| 5Y | +172.7% | +76.9% | +95.7% | +154.7% |
| 10Y | +235.3% | +480.5% | -245.2% | +191.5% |
| All | +339.6% | +1,524.9% | -1,185.3% | +257.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling