+333.1%
SLV vs JCI
+434.4%
-101.2%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.9% | -3.1% | -1.5% |
| 7D | -0.3% | +3.8% | -4.2% | -0.9% |
| 30D | +6.7% | -5.7% | +12.4% | +7.6% |
| 3M | -10.7% | -1.4% | -9.3% | -10.6% |
| 6M | -20.6% | +4.1% | -24.7% | -21.3% |
| YTD | -7.1% | +21.7% | -28.9% | -10.1% |
| 1Y | +62.0% | +36.1% | +25.8% | +54.0% |
| 3Y | +169.8% | +154.4% | +15.4% | +130.5% |
| 5Y | +161.5% | +112.0% | +49.4% | +126.9% |
| 10Y | +224.4% | +322.2% | -97.8% | +148.3% |
| All | +333.1% | +434.4% | -101.2% | +141.3% |
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