+8,042.9%
AMD vs JNJ
+210.4%
+7,832.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JNJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.1% | +7.4% | +7.3% |
| 7D | +13.1% | +1.5% | +11.6% | +12.9% |
| 30D | -7.0% | +6.3% | -13.3% | -8.3% |
| 3M | +16.6% | +8.5% | +8.1% | +14.0% |
| 6M | +20.5% | +28.0% | -7.5% | +10.7% |
| YTD | +158.2% | +37.7% | +120.5% | +130.5% |
| 1Y | +132.8% | +47.9% | +84.9% | +102.1% |
| 3Y | +366.2% | +107.4% | +258.9% | +240.6% |
| 5Y | +278.7% | +97.7% | +180.9% | +178.1% |
| All | +8,042.9% | +210.4% | +7,832.5% | +4,594.3% |
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