+8,902.0%
JNJ vs HAS
+4,733.2%
+4,168.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.7% | +0.4% | +1.9% |
| 7D | +4.3% | +2.2% | +2.1% | +4.0% |
| 30D | +7.9% | +29.6% | -21.7% | +4.0% |
| 3M | +9.4% | +30.3% | -20.9% | +5.2% |
| 6M | +28.8% | +25.6% | +3.2% | +24.3% |
| YTD | +38.5% | +50.8% | -12.3% | +29.8% |
| 1Y | +54.6% | +63.0% | -8.4% | +43.3% |
| 3Y | +108.4% | +211.6% | -103.2% | +73.3% |
| 5Y | +99.6% | +50.4% | +49.2% | +81.8% |
| 10Y | +207.8% | +101.9% | +105.9% | +157.5% |
| All | +8,902.0% | +4,733.2% | +4,168.8% | +3,791.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling