+773.0%
JNJ vs SLV
+249.8%
+523.2%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.3% | +4.4% | +1.2% |
| 7D | +4.1% | -3.9% | +8.0% | +4.3% |
| 30D | +14.0% | -15.6% | +29.7% | +14.8% |
| 3M | +9.2% | -23.6% | +32.8% | +10.3% |
| 6M | +27.8% | -42.6% | +70.3% | +30.5% |
| YTD | +39.2% | -30.0% | +69.2% | +39.9% |
| 1Y | +49.1% | -6.6% | +55.8% | +47.8% |
| 3Y | +109.7% | +121.8% | -12.2% | +98.4% |
| 5Y | +97.6% | +92.7% | +4.9% | +87.5% |
| 10Y | +214.1% | +174.0% | +40.1% | +190.3% |
| All | +773.0% | +249.8% | +523.2% | +643.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling