+90.3%
JNJ vs AMIX
-99.9%
+190.3%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +8.8% | -9.3% | -0.5% |
| 7D | +5.5% | +11.4% | -6.0% | +5.5% |
| 30D | +7.4% | -40.5% | +47.9% | +7.4% |
| 3M | +7.8% | -80.1% | +87.9% | +7.9% |
| 6M | +28.2% | -74.8% | +103.1% | +28.2% |
| YTD | +37.9% | -84.0% | +121.8% | +38.1% |
| 1Y | +52.4% | -89.7% | +142.1% | +52.8% |
| All | +90.3% | -99.9% | +190.3% | +99.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 10y: compounded portfolio wealth divided by compounded AMIX 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…
10y analysis · Full analysis span regression · 6 months rolling