+78.3%
JNJ vs NU
+113.0%
-34.7%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | -4.3% | -4.2% | -0.1% | -4.4% |
| 30D | +3.0% | +10.0% | -7.0% | +3.2% |
| 3M | +12.2% | +29.3% | -17.0% | +12.7% |
| 6M | +10.5% | +0.9% | +9.5% | +10.4% |
| YTD | +30.8% | -10.3% | +41.0% | +30.4% |
| 1Y | +54.9% | -3.2% | +58.1% | +54.8% |
| All | +78.3% | +113.0% | -34.7% | +77.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling