+10.3%
SLV vs JCI
+27.0%
-16.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -6.3% | +11.4% | +7.4% |
| 7D | -3.9% | -10.7% | +6.8% | +0.1% |
| 30D | -14.5% | -10.4% | -4.1% | -11.0% |
| 3M | -12.4% | -8.3% | -4.1% | -9.8% |
| 6M | -28.5% | -2.1% | -26.3% | -28.4% |
| YTD | -26.8% | +18.4% | -45.2% | -29.7% |
| 1Y | +10.3% | +27.7% | -17.3% | +3.5% |
| All | +10.3% | +27.0% | -16.7% | +3.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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