+154.7%
SLV vs JAAA
+29.3%
+125.4%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | 0.0% | -5.3% | -5.3% |
| 7D | -5.0% | +0.1% | -5.1% | -5.1% |
| 30D | -1.8% | +0.4% | -2.2% | -2.2% |
| 3M | -0.3% | +1.2% | -1.5% | -1.4% |
| 6M | -28.2% | +2.7% | -30.9% | -30.0% |
| YTD | -10.7% | +3.2% | -13.9% | -13.3% |
| 1Y | +53.7% | +4.8% | +48.9% | +47.1% |
| 3Y | +173.7% | +19.0% | +154.7% | +137.4% |
| 5Y | +161.5% | +26.8% | +134.7% | +114.7% |
| All | +154.7% | +29.3% | +125.4% | +91.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling