+147.5%
HOOD vs JNJ
+97.2%
+50.3%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JNJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.1% | +4.1% | +4.0% |
| 7D | -3.2% | +1.5% | -4.7% | -3.0% |
| 30D | -22.6% | +6.3% | -28.9% | -21.6% |
| 3M | -10.4% | +8.5% | -18.8% | -8.7% |
| 6M | +4.7% | +28.0% | -23.3% | +10.5% |
| YTD | -25.2% | +37.7% | -62.9% | -20.2% |
| 1Y | -35.9% | +47.9% | -83.8% | -31.0% |
| 3Y | +927.7% | +107.4% | +820.3% | +1,024.8% |
| 5Y | +147.5% | +97.7% | +49.8% | +166.9% |
| All | +147.5% | +97.2% | +50.3% | +166.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling