+55.3%
BE vs JNJ
+51.2%
+4.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JNJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +3.8% | -10.2% | -2.3% |
| 7D | -12.1% | +1.9% | -14.1% | -9.9% |
| 30D | -30.1% | +9.2% | -39.3% | -21.9% |
| 3M | -12.1% | +8.9% | -21.1% | -1.4% |
| 6M | -30.6% | +24.6% | -55.1% | -15.0% |
| YTD | +130.6% | +35.7% | +95.0% | +252.5% |
| 1Y | +55.3% | +51.2% | +4.1% | +186.4% |
| All | +55.3% | +51.2% | +4.1% | +186.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling