+51.2%
JNJ vs OPEN
-72.7%
+123.9%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +13.8% | -10.0% | +4.3% |
| 7D | +1.9% | +3.7% | -1.7% | +2.0% |
| 30D | +9.2% | -14.3% | +23.5% | +8.4% |
| 3M | +8.9% | -51.9% | +60.9% | +5.0% |
| 6M | +24.6% | -61.4% | +86.0% | +19.2% |
| YTD | +35.7% | -66.0% | +101.7% | +29.5% |
| 1Y | +51.2% | -71.4% | +122.6% | +43.8% |
| All | +51.2% | -72.7% | +123.9% | +43.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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