+171.7%
SLV vs JHX
-5.4%
+177.1%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.5% | -2.8% | -4.9% |
| 7D | -5.0% | -4.9% | -0.2% | -4.2% |
| 30D | -1.8% | -9.3% | +7.5% | -0.2% |
| 3M | -0.3% | +28.1% | -28.4% | -4.6% |
| 6M | -28.2% | +35.2% | -63.4% | -32.2% |
| YTD | -10.7% | +35.9% | -46.6% | -15.2% |
| 1Y | +53.7% | +42.5% | +11.2% | +44.9% |
| All | +171.7% | -5.4% | +177.1% | +166.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling