+54.3%
JNJ vs ASX
+275.6%
-221.3%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.5% | -4.3% | -0.5% |
| 7D | -3.0% | +11.1% | -14.1% | -2.1% |
| 30D | +2.5% | +9.6% | -7.1% | +3.4% |
| 3M | +13.2% | +18.6% | -5.4% | +14.3% |
| 6M | +11.3% | +92.1% | -80.9% | +11.2% |
| YTD | +31.1% | +158.5% | -127.3% | +32.3% |
| 1Y | +54.3% | +271.9% | -217.6% | +61.9% |
| All | +54.3% | +275.6% | -221.3% | +61.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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