+236.5%
SLV vs JCI
+421.7%
-185.2%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.3% | -3.2% | -3.4% |
| 7D | +3.7% | -5.9% | +9.5% | +4.6% |
| 30D | -15.2% | -10.4% | -4.8% | -13.7% |
| 3M | -21.8% | -6.1% | -15.7% | -21.1% |
| 6M | -36.3% | +1.7% | -38.0% | -36.7% |
| YTD | -27.8% | +18.9% | -46.7% | -30.0% |
| 1Y | +1.5% | +16.1% | -14.6% | -1.2% |
| 3Y | +128.5% | +187.8% | -59.3% | +91.4% |
| 5Y | +103.2% | +103.2% | 0.0% | +77.4% |
| 10Y | +164.7% | +288.2% | -123.5% | +105.0% |
| All | +236.5% | +421.7% | -185.2% | +87.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling