+84.2%
JNJ vs GDDY
+29.8%
+54.4%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | -0.3% |
| 7D | -3.5% | -3.2% | -0.3% | -3.5% |
| 30D | +2.3% | +6.8% | -4.5% | +2.2% |
| 3M | +12.0% | +30.5% | -18.5% | +11.9% |
| 6M | +10.5% | +13.3% | -2.9% | +10.3% |
| YTD | +30.4% | -21.0% | +51.4% | +30.8% |
| 1Y | +52.1% | -34.0% | +86.1% | +53.2% |
| 3Y | +77.8% | +33.1% | +44.7% | +71.9% |
| All | +84.2% | +29.8% | +54.4% | +80.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GDDY.
Daily Out/Under-Performance
Portfolio return minus GDDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GDDY 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 5y: compounded portfolio wealth divided by compounded GDDY 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…
5y analysis · Full analysis span regression · 6 months rolling