+47.9%
JNJ vs SLV
+0.8%
+47.1%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.1% |
| 7D | +1.5% | -1.1% | +2.6% | +1.5% |
| 30D | +6.3% | -14.2% | +20.5% | +6.4% |
| 3M | +8.5% | -20.3% | +28.8% | +8.5% |
| 6M | +28.0% | -40.2% | +68.2% | +29.0% |
| YTD | +37.7% | -27.6% | +65.3% | +37.9% |
| 1Y | +47.9% | +0.4% | +47.5% | +48.8% |
| All | +47.9% | +0.8% | +47.1% | +48.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SLV.
Daily Out/Under-Performance
Portfolio return minus SLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLV 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 SLV 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