+1,091.4%
JNJ vs EWT
+590.1%
+501.2%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -2.1% |
| 7D | -0.8% | +1.6% | -2.4% | -1.1% |
| 30D | +4.3% | +8.2% | -3.9% | +2.8% |
| 3M | +16.5% | +11.1% | +5.4% | +13.6% |
| 6M | +13.1% | +60.4% | -47.3% | +2.4% |
| YTD | +32.1% | +75.6% | -43.4% | +17.4% |
| 1Y | +54.5% | +91.3% | -36.8% | +34.8% |
| 3Y | +82.5% | +200.3% | -117.8% | +43.6% |
| 5Y | +80.0% | +156.4% | -76.4% | +45.1% |
| 10Y | +195.7% | +495.8% | -300.1% | +98.4% |
| All | +1,091.4% | +590.1% | +501.2% | +550.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 2026-09-08: compounded portfolio wealth divided by compounded EWT 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 2026-09-08 analysis · Full analysis span regression · 6 months rolling