+8,017.8%
AMD vs JNJ
+195.9%
+7,821.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JNJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -2.2% | +8.1% | +6.5% |
| 7D | +10.0% | -0.8% | +10.8% | +10.2% |
| 30D | +4.6% | +4.3% | +0.3% | +3.2% |
| 3M | +3.1% | +16.5% | -13.3% | -2.6% |
| 6M | +162.8% | +13.1% | +149.7% | +150.2% |
| YTD | +136.2% | +32.1% | +104.0% | +112.4% |
| 1Y | +234.0% | +54.5% | +179.5% | +182.2% |
| 3Y | +376.7% | +82.5% | +294.2% | +266.9% |
| 5Y | +376.3% | +80.0% | +296.3% | +263.2% |
| 10Y | +8,017.8% | +195.7% | +7,822.2% | +4,377.6% |
| All | +8,017.8% | +195.9% | +7,821.9% | +4,377.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling