+54.9%
JNJ vs OPEN
-56.1%
+111.0%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-10 to 2026-09-10.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.7% | +6.4% | -0.4% |
| 7D | -4.3% | -10.5% | +6.2% | -4.5% |
| 30D | +3.0% | -21.8% | +24.8% | +2.7% |
| 3M | +12.2% | -37.5% | +49.7% | +11.6% |
| 6M | +10.5% | -44.1% | +54.6% | +9.8% |
| YTD | +30.8% | -52.0% | +82.7% | +29.8% |
| 1Y | +54.9% | -52.2% | +107.1% | +53.0% |
| All | +54.9% | -56.1% | +111.0% | +53.0% |
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 2025-09-10 to 2026-09-10: 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…
2025-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling