+1,683.3%
BE vs JNJ
+80.6%
+1,602.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JNJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.8% | -2.1% | -3.2% |
| 7D | +23.9% | -3.0% | +26.9% | +22.3% |
| 30D | +27.8% | +2.5% | +25.3% | +29.5% |
| 3M | +3.7% | +13.2% | -9.5% | +8.9% |
| 6M | +78.0% | +11.3% | +66.7% | +86.0% |
| YTD | +209.9% | +31.1% | +178.8% | +235.6% |
| 1Y | +389.6% | +54.3% | +335.3% | +439.6% |
| All | +1,683.3% | +80.6% | +1,602.7% | +1,666.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling