+51.2%
JNJ vs BLDR
-38.1%
+89.3%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +9.3% | -5.4% | +3.5% |
| 7D | +1.9% | +24.4% | -22.4% | +1.3% |
| 30D | +9.2% | +24.9% | -15.7% | +8.5% |
| 3M | +8.9% | -7.8% | +16.7% | +8.5% |
| 6M | +24.6% | -5.8% | +30.3% | +24.1% |
| YTD | +35.7% | -32.5% | +68.1% | +34.4% |
| 1Y | +51.2% | -36.7% | +87.9% | +50.2% |
| All | +51.2% | -38.1% | +89.3% | +50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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