+167.8%
SLV vs JCI
+119.7%
+48.1%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.0% | -1.7% | -0.9% |
| 7D | +2.5% | +5.1% | -2.6% | +1.5% |
| 30D | +3.3% | -3.8% | +7.1% | +4.0% |
| 3M | -3.6% | +1.9% | -5.5% | -4.1% |
| 6M | -21.8% | +11.2% | -33.0% | -23.5% |
| YTD | -7.8% | +22.9% | -30.8% | -11.3% |
| 1Y | +58.3% | +37.4% | +20.9% | +49.7% |
| 3Y | +182.6% | +167.8% | +14.8% | +136.9% |
| 5Y | +167.8% | +115.0% | +52.8% | +117.1% |
| All | +167.8% | +119.7% | +48.1% | +117.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling