+764.5%
JNJ vs SLV
+260.3%
+504.2%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.4% | +3.0% | -0.3% |
| 7D | +5.5% | +3.7% | +1.8% | +5.3% |
| 30D | +7.4% | -15.2% | +22.5% | +8.1% |
| 3M | +7.8% | -21.8% | +29.5% | +8.7% |
| 6M | +28.2% | -36.3% | +64.6% | +30.4% |
| YTD | +37.9% | -27.8% | +65.7% | +38.4% |
| 1Y | +52.4% | +1.5% | +50.9% | +50.4% |
| 3Y | +107.7% | +128.5% | -20.9% | +96.2% |
| 5Y | +96.5% | +103.2% | -6.7% | +86.1% |
| 10Y | +208.3% | +164.7% | +43.6% | +185.4% |
| All | +764.5% | +260.3% | +504.2% | +635.9% |
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