+108.4%
JNJ vs HAS
+204.3%
-95.9%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.7% | +0.4% | +2.0% |
| 7D | +4.3% | +2.2% | +2.1% | +4.1% |
| 30D | +7.9% | +29.6% | -21.7% | +5.9% |
| 3M | +9.4% | +30.3% | -20.9% | +7.3% |
| 6M | +28.8% | +25.6% | +3.2% | +26.7% |
| YTD | +38.5% | +50.8% | -12.3% | +34.1% |
| 1Y | +54.6% | +63.0% | -8.4% | +48.8% |
| 3Y | +108.4% | +211.6% | -103.2% | +89.2% |
| All | +108.4% | +204.3% | -95.9% | +89.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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