+82.7%
JNJ vs SLV
+170.6%
-87.9%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.3% | -3.0% | -0.8% |
| 7D | -3.0% | +2.8% | -5.7% | -3.0% |
| 30D | +2.5% | +2.2% | +0.3% | +2.5% |
| 3M | +13.2% | +2.9% | +10.3% | +13.2% |
| 6M | +11.3% | -22.4% | +33.7% | +11.7% |
| YTD | +31.1% | -5.7% | +36.9% | +30.9% |
| 1Y | +54.3% | +63.3% | -9.0% | +52.7% |
| 3Y | +81.1% | +189.0% | -107.9% | +77.5% |
| 5Y | +82.7% | +172.7% | -89.9% | +74.7% |
| All | +82.7% | +170.6% | -87.9% | +74.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling