+47.5%
JNJ vs ACWI
+12.3%
+35.2%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.2% | -1.3% | -0.1% |
| 7D | +1.5% | -0.7% | +2.1% | +1.3% |
| 30D | +6.3% | -2.0% | +8.3% | +5.9% |
| 3M | +8.5% | -2.2% | +10.6% | +8.0% |
| 6M | +28.0% | +1.9% | +26.1% | +27.9% |
| YTD | +37.7% | +12.0% | +25.7% | +35.7% |
| All | +47.5% | +12.3% | +35.2% | +45.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 1y: compounded portfolio wealth divided by compounded ACWI 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…
1y analysis · Full analysis span regression · 6 months rolling