+192.5%
JNJ vs GEN
+159.8%
+32.7%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -0.4% |
| 7D | -3.5% | -1.3% | -2.2% | -3.4% |
| 30D | +2.3% | +6.1% | -3.8% | +1.7% |
| 3M | +12.0% | +27.0% | -15.0% | +9.4% |
| 6M | +10.5% | +43.9% | -33.4% | +6.3% |
| YTD | +30.4% | +13.0% | +17.4% | +28.5% |
| 1Y | +52.1% | +4.0% | +48.1% | +51.1% |
| 3Y | +77.8% | +66.2% | +11.6% | +66.6% |
| 5Y | +82.9% | +23.2% | +59.7% | +75.5% |
| All | +192.5% | +159.8% | +32.7% | +151.7% |
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