+8,422.4%
JNJ vs EVRG
+2,060.4%
+6,362.0%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.2% | +0.5% | -0.4% |
| 7D | -3.0% | +0.6% | -3.5% | -3.1% |
| 30D | +2.5% | -0.2% | +2.7% | +2.5% |
| 3M | +13.2% | -0.5% | +13.7% | +13.4% |
| 6M | +11.3% | +0.2% | +11.1% | +11.2% |
| YTD | +31.1% | +14.9% | +16.2% | +26.2% |
| 1Y | +54.3% | +18.2% | +36.1% | +47.3% |
| 3Y | +81.1% | +70.2% | +11.0% | +56.1% |
| 5Y | +82.7% | +45.3% | +37.4% | +63.1% |
| 10Y | +196.5% | +112.4% | +84.1% | +134.7% |
| All | +8,422.4% | +2,060.4% | +6,362.0% | +3,731.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 all: compounded portfolio wealth divided by compounded EVRG 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…
all analysis · Full analysis span regression · 6 months rolling