+49.7%
JNJ vs BBIO
+21.0%
+28.7%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.6% | +3.2% | -1.1% |
| 7D | -1.0% | +5.0% | -6.1% | -1.4% |
| 30D | +6.9% | +10.9% | -4.0% | +6.1% |
| 3M | +6.2% | -9.4% | +15.7% | +6.7% |
| 6M | +22.0% | +8.0% | +14.0% | +21.1% |
| YTD | +33.7% | -2.9% | +36.6% | +33.0% |
| 1Y | +49.7% | +18.5% | +31.2% | +43.9% |
| All | +49.7% | +21.0% | +28.7% | +43.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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