+121,410.5%
AAPL vs JNJ
+8,651.9%
+112,758.6%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JNJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +1.0% | -0.4% |
| 7D | -2.7% | -0.8% | -2.0% | -2.5% |
| 30D | +1.0% | +4.3% | -3.3% | -0.6% |
| 3M | +5.0% | +16.5% | -11.5% | -1.1% |
| 6M | +23.0% | +13.1% | +9.9% | +17.1% |
| YTD | +16.6% | +32.1% | -15.5% | +4.6% |
| 1Y | +33.4% | +54.5% | -21.1% | +12.8% |
| 3Y | +79.9% | +82.5% | -2.7% | +40.9% |
| 5Y | +109.0% | +80.0% | +29.0% | +63.8% |
| 10Y | +1,210.4% | +195.7% | +1,014.8% | +754.2% |
| All | +121,410.5% | +8,651.9% | +112,758.6% | +21,539.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling