+221.6%
JNJ vs GEN
+152.9%
+68.7%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.4% | -1.6% | +0.6% |
| 7D | +3.5% | +2.0% | +1.4% | +3.3% |
| 30D | +12.5% | +27.7% | -15.2% | +10.0% |
| 3M | +9.6% | +3.3% | +6.3% | +8.9% |
| 6M | +25.3% | +31.8% | -6.5% | +21.6% |
| YTD | +40.3% | +13.5% | +26.8% | +37.8% |
| 1Y | +49.6% | +16.0% | +33.6% | +46.7% |
| 3Y | +110.8% | +70.6% | +40.2% | +96.7% |
| 5Y | +99.1% | +32.1% | +67.0% | +89.2% |
| All | +221.6% | +152.9% | +68.7% | +184.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling