+78.8%
JNJ vs GEN
+57.6%
+21.2%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.7% |
| 7D | -3.0% | -2.9% | -0.1% | -2.8% |
| 30D | +2.5% | +2.1% | +0.5% | +2.4% |
| 3M | +13.2% | +19.7% | -6.5% | +12.2% |
| 6M | +11.3% | +33.3% | -22.0% | +9.7% |
| YTD | +31.1% | +11.1% | +20.0% | +31.2% |
| 1Y | +54.3% | +3.0% | +51.3% | +55.5% |
| All | +78.8% | +57.6% | +21.2% | +73.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling