+171.7%
SLV vs IJH
+48.6%
+123.2%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.9% | -4.4% | -4.7% |
| 7D | -5.0% | -2.5% | -2.5% | -3.6% |
| 30D | -1.8% | -5.0% | +3.2% | +1.4% |
| 3M | -0.3% | +0.5% | -0.8% | -0.4% |
| 6M | -28.2% | +8.2% | -36.4% | -30.7% |
| YTD | -10.7% | +12.4% | -23.2% | -14.9% |
| 1Y | +53.7% | +14.4% | +39.3% | +45.5% |
| All | +171.7% | +48.6% | +123.2% | +132.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IJH.
Daily Out/Under-Performance
Portfolio return minus IJH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJH 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 3y: compounded portfolio wealth divided by compounded IJH 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…
3y analysis · Full analysis span regression · 6 months rolling