+164.7%
SLV vs JCI
+298.2%
-133.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.3% | -3.2% | -3.4% |
| 7D | +3.7% | -5.9% | +9.5% | +4.7% |
| 30D | -15.2% | -10.4% | -4.8% | -13.6% |
| 3M | -21.8% | -6.1% | -15.7% | -21.0% |
| 6M | -36.3% | +1.7% | -38.0% | -36.7% |
| YTD | -27.8% | +18.9% | -46.7% | -30.1% |
| 1Y | +1.5% | +16.1% | -14.6% | -1.3% |
| 3Y | +128.5% | +187.8% | -59.3% | +89.7% |
| 5Y | +103.2% | +103.2% | 0.0% | +75.6% |
| 10Y | +164.7% | +288.2% | -123.5% | +105.6% |
| All | +164.7% | +298.2% | -133.5% | +105.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling