+7.6%
SLV vs JD
-7.3%
+14.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.8% | -0.9% |
| 7D | +5.1% | +13.4% | -8.3% | -1.2% |
| 30D | -12.9% | +7.7% | -20.6% | -16.1% |
| 3M | -16.1% | -11.3% | -4.8% | -10.6% |
| 6M | -33.2% | -5.1% | -28.0% | -31.8% |
| YTD | -27.2% | +5.0% | -32.3% | -28.9% |
| 1Y | +7.6% | -5.6% | +13.3% | +12.7% |
| All | +7.6% | -7.3% | +14.9% | +12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 JD 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