+250.7%
HOOD vs JNJ
+84.3%
+166.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JNJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.1% | -0.9% | -2.3% |
| 7D | +17.1% | +2.7% | +14.4% | +17.7% |
| 30D | +31.6% | +7.4% | +24.2% | +33.6% |
| 3M | +38.2% | +21.2% | +17.0% | +44.5% |
| 6M | +48.5% | +13.4% | +35.1% | +53.3% |
| YTD | +8.0% | +35.1% | -27.2% | +15.0% |
| 1Y | +18.7% | +57.4% | -38.8% | +28.9% |
| 3Y | +999.1% | +86.8% | +912.3% | +1,115.8% |
| 5Y | +181.7% | +80.8% | +100.9% | +163.6% |
| All | +250.7% | +84.3% | +166.4% | +272.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling