+8,682.5%
JNJ vs D
+2,347.4%
+6,335.1%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -1.0% |
| 7D | +2.7% | +1.5% | +1.2% | +2.2% |
| 30D | +7.4% | -2.6% | +10.0% | +8.3% |
| 3M | +21.2% | 0.0% | +21.2% | +21.2% |
| 6M | +13.4% | +7.4% | +6.0% | +10.3% |
| YTD | +35.1% | +15.9% | +19.3% | +27.8% |
| 1Y | +57.4% | +18.1% | +39.3% | +47.6% |
| 3Y | +86.8% | +58.4% | +28.4% | +55.4% |
| 5Y | +80.8% | +5.2% | +75.6% | +72.2% |
| 10Y | +202.7% | +35.9% | +166.9% | +155.7% |
| All | +8,682.5% | +2,347.4% | +6,335.1% | +1,996.6% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded D 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling