+52.1%
JNJ vs NU
-5.9%
+58.0%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.7% | +2.4% | -0.3% |
| 7D | -3.5% | -4.9% | +1.4% | -3.4% |
| 30D | +2.3% | +7.8% | -5.5% | +2.3% |
| 3M | +12.0% | +20.9% | -8.9% | +11.4% |
| 6M | +10.5% | +0.9% | +9.6% | +10.1% |
| YTD | +30.4% | -12.7% | +43.1% | +29.6% |
| 1Y | +52.1% | -6.4% | +58.5% | +51.0% |
| All | +52.1% | -5.9% | +58.0% | +51.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NU.
Daily Out/Under-Performance
Portfolio return minus NU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NU 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 1y: compounded portfolio wealth divided by compounded NU 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…
1y analysis · Full analysis span regression · 6 months rolling