+225.5%
HOOD vs JNJ
+78.4%
+147.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | JNJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.7% |
| 7D | -9.1% | -4.3% | -4.8% | -9.9% |
| 30D | +20.1% | +3.0% | +17.1% | +20.9% |
| 3M | +31.2% | +12.2% | +19.0% | +35.0% |
| 6M | +44.3% | +10.5% | +33.9% | +48.2% |
| YTD | +0.2% | +30.8% | -30.6% | +6.0% |
| 1Y | -3.5% | +54.9% | -58.4% | +4.4% |
| 3Y | +955.2% | +80.7% | +874.6% | +1,059.9% |
| 5Y | +175.3% | +83.4% | +91.8% | +195.2% |
| All | +225.5% | +78.4% | +147.1% | +243.9% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling