+83.3%
JNJ vs ALAB
+441.3%
-358.0%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ALAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.3% | +5.1% | -0.5% |
| 7D | -4.3% | +0.6% | -4.9% | -4.3% |
| 30D | +3.0% | -8.8% | +11.8% | +2.7% |
| 3M | +12.2% | -14.0% | +26.2% | +12.2% |
| 6M | +10.5% | +144.3% | -133.8% | +15.6% |
| YTD | +30.8% | +71.0% | -40.3% | +35.3% |
| 1Y | +54.9% | +23.5% | +31.4% | +58.8% |
| All | +83.3% | +441.3% | -358.0% | +101.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALAB.
Daily Out/Under-Performance
Portfolio return minus ALAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALAB 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded ALAB 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling