+62.0%
SLV vs JCI
+37.7%
+24.3%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.9% | -3.1% | -1.9% |
| 7D | -0.3% | +3.8% | -4.2% | -1.7% |
| 30D | +6.7% | -5.7% | +12.4% | +8.9% |
| 3M | -10.7% | -1.4% | -9.3% | -10.6% |
| 6M | -20.6% | +4.1% | -24.7% | -22.8% |
| YTD | -7.1% | +21.7% | -28.9% | -12.2% |
| 1Y | +62.0% | +36.1% | +25.8% | +48.9% |
| All | +62.0% | +37.7% | +24.3% | +48.9% |
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