+84.2%
JNJ vs MARA
-65.8%
+150.0%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MARA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.8% | -5.1% | -0.3% |
| 7D | -3.5% | +5.9% | -9.4% | -3.5% |
| 30D | +2.3% | +24.3% | -22.0% | +2.4% |
| 3M | +12.0% | -12.0% | +24.0% | +12.1% |
| 6M | +10.5% | +40.1% | -29.6% | +10.4% |
| YTD | +30.4% | +33.4% | -3.0% | +30.3% |
| 1Y | +52.1% | -23.7% | +75.9% | +52.2% |
| 3Y | +77.8% | +19.0% | +58.8% | +76.2% |
| All | +84.2% | -65.8% | +150.0% | +80.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MARA.
Daily Out/Under-Performance
Portfolio return minus MARA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MARA 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 5y: compounded portfolio wealth divided by compounded MARA 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…
5y analysis · Full analysis span regression · 6 months rolling