+182.6%
SLV vs JBL
+189.9%
-7.3%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.3% | -0.9% |
| 7D | +2.5% | +4.4% | -1.9% | +1.7% |
| 30D | +3.3% | -8.4% | +11.7% | +4.8% |
| 3M | -3.6% | -14.2% | +10.6% | -1.4% |
| 6M | -21.8% | +29.6% | -51.4% | -24.7% |
| YTD | -7.8% | +37.1% | -44.9% | -11.6% |
| 1Y | +58.3% | +49.5% | +8.8% | +50.6% |
| 3Y | +182.6% | +192.7% | -10.1% | +156.0% |
| All | +182.6% | +189.9% | -7.3% | +156.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 3y: compounded portfolio wealth divided by compounded JBL 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…
3y analysis · Full analysis span regression · 6 months rolling