+62.0%
SLV vs JHX
+56.2%
+5.7%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.6% | -3.8% | -2.1% |
| 7D | -0.3% | +1.5% | -1.9% | -0.9% |
| 30D | +6.7% | +7.2% | -0.5% | +4.1% |
| 3M | -10.7% | +29.9% | -40.6% | -19.1% |
| 6M | -20.6% | +35.4% | -56.0% | -30.4% |
| YTD | -7.1% | +46.5% | -53.6% | -17.3% |
| 1Y | +62.0% | +55.5% | +6.5% | +41.0% |
| All | +62.0% | +56.2% | +5.7% | +41.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JHX.
Daily Out/Under-Performance
Portfolio return minus JHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JHX 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 JHX 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