+7,765.4%
AMD vs JNJ
+216.3%
+7,549.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JNJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +0.8% | -9.5% | -8.9% |
| 7D | +18.9% | +3.5% | +15.5% | +18.0% |
| 30D | -6.4% | +12.5% | -19.0% | -8.9% |
| 3M | +10.6% | +9.6% | +1.0% | +7.9% |
| 6M | +19.9% | +25.3% | -5.5% | +11.1% |
| YTD | +149.4% | +40.3% | +109.1% | +121.6% |
| 1Y | +115.4% | +49.6% | +65.7% | +86.6% |
| 3Y | +357.3% | +110.8% | +246.5% | +233.0% |
| 5Y | +261.1% | +99.1% | +162.0% | +166.0% |
| All | +7,765.4% | +216.3% | +7,549.1% | +4,413.2% |
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