+98.3%
JNJ vs ACWI
+70.3%
+27.9%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.5% | +1.4% |
| 7D | +1.1% | -2.4% | +3.5% | +1.2% |
| 30D | +6.9% | -5.2% | +12.1% | +7.0% |
| 3M | +8.0% | -4.8% | +12.8% | +8.1% |
| 6M | +24.3% | -1.3% | +25.6% | +24.2% |
| YTD | +35.6% | +8.4% | +27.2% | +34.2% |
| 1Y | +51.1% | +11.0% | +40.0% | +49.2% |
| 3Y | +98.3% | +70.6% | +27.7% | +76.4% |
| All | +98.3% | +70.3% | +27.9% | +76.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling