+193.4%
JNJ vs BIL
+25.2%
+168.1%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -4.3% | +0.1% | -4.4% | -4.4% |
| 30D | +3.0% | +0.3% | +2.7% | +2.8% |
| 3M | +12.2% | +0.9% | +11.3% | +11.6% |
| 6M | +10.5% | +1.8% | +8.7% | +9.4% |
| YTD | +30.8% | +2.5% | +28.3% | +28.9% |
| 1Y | +54.9% | +3.7% | +51.2% | +51.3% |
| 3Y | +80.7% | +14.1% | +66.6% | +69.5% |
| 5Y | +83.4% | +19.4% | +64.0% | +73.5% |
| All | +193.4% | +25.2% | +168.1% | +206.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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