+360.5%
BE vs JNJ
+58.1%
+302.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JNJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.1% | +8.5% | +6.1% |
| 7D | +20.0% | +2.7% | +17.3% | +23.4% |
| 30D | +7.9% | +7.4% | +0.5% | +17.8% |
| 3M | -13.2% | +21.2% | -34.4% | +4.6% |
| 6M | +53.5% | +13.4% | +40.1% | +75.9% |
| YTD | +191.0% | +35.1% | +155.9% | +326.8% |
| 1Y | +360.5% | +57.4% | +303.1% | +670.0% |
| All | +360.5% | +58.1% | +302.4% | +670.0% |
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