+127.8%
AAPL vs JNJ
+81.9%
+45.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JNJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.0% | +1.8% |
| 7D | +3.8% | -3.5% | +7.4% | +4.7% |
| 30D | +9.9% | +2.3% | +7.6% | +9.4% |
| 3M | +12.5% | +12.0% | +0.5% | +9.6% |
| 6M | +27.6% | +10.5% | +17.2% | +24.7% |
| YTD | +22.6% | +30.4% | -7.8% | +14.8% |
| 1Y | +45.0% | +52.1% | -7.2% | +30.4% |
| 3Y | +87.8% | +77.8% | +10.0% | +61.4% |
| All | +127.8% | +81.9% | +45.9% | +102.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JNJ.
Daily Out/Under-Performance
Portfolio return minus JNJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JNJ 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 JNJ 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