-6.9%
SLV vs JAAA
+4.8%
-11.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.4% |
| 7D | -5.8% | +0.1% | -5.9% | -6.3% |
| 30D | -12.1% | +0.4% | -12.6% | -13.9% |
| 3M | -24.1% | +1.2% | -25.3% | -28.1% |
| 6M | -44.4% | +2.3% | -46.7% | -49.2% |
| YTD | -31.5% | +4.0% | -35.5% | -39.9% |
| 1Y | -6.9% | +4.8% | -11.8% | -25.8% |
| All | -6.9% | +4.8% | -11.7% | -25.8% |
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