+98.3%
JNJ vs DOCN
+189.9%
-91.6%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.5% | -1.1% | +1.5% |
| 7D | +1.1% | -19.2% | +20.3% | +0.6% |
| 30D | +6.9% | -43.1% | +49.9% | +5.6% |
| 3M | +8.0% | -40.7% | +48.7% | +7.0% |
| 6M | +24.3% | -55.0% | +79.3% | +22.8% |
| YTD | +35.6% | +50.6% | -15.0% | +35.3% |
| 1Y | +51.1% | +54.0% | -2.9% | +50.8% |
| 3Y | +98.3% | +203.9% | -105.6% | +96.1% |
| All | +98.3% | +189.9% | -91.6% | +96.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 3y: compounded portfolio wealth divided by compounded DOCN 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…
3y analysis · Full analysis span regression · 6 months rolling