+294.8%
IONQ vs JNJ
+81.5%
+213.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JNJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.1% | +2.4% | +1.0% |
| 7D | +0.8% | +2.7% | -1.9% | +1.5% |
| 30D | -1.0% | +7.4% | -8.4% | +0.7% |
| 3M | -39.8% | +21.2% | -61.0% | -37.3% |
| 6M | +6.4% | +13.4% | -7.0% | +10.0% |
| YTD | -11.9% | +35.1% | -47.1% | -7.1% |
| 1Y | -6.2% | +57.4% | -63.6% | -0.2% |
| 3Y | +125.7% | +86.8% | +38.9% | +137.6% |
| All | +294.8% | +81.5% | +213.3% | +407.1% |
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