+62.0%
SLV vs JAAA
+4.9%
+57.1%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.3% |
| 7D | -0.3% | +0.2% | -0.5% | -0.6% |
| 30D | +6.7% | +0.5% | +6.2% | +5.8% |
| 3M | -10.7% | +1.3% | -12.0% | -12.2% |
| 6M | -20.6% | +2.7% | -23.3% | -22.3% |
| YTD | -7.1% | +3.2% | -10.3% | -6.9% |
| 1Y | +62.0% | +4.9% | +57.1% | +67.1% |
| All | +62.0% | +4.9% | +57.1% | +67.1% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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