+120.5%
JNJ vs OPEN
-74.0%
+194.4%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.7% | +6.4% | -0.2% |
| 7D | -4.3% | -10.5% | +6.2% | -4.3% |
| 30D | +3.0% | -21.8% | +24.8% | +3.1% |
| 3M | +12.2% | -37.5% | +49.7% | +12.4% |
| 6M | +10.5% | -44.1% | +54.6% | +10.7% |
| YTD | +30.8% | -52.0% | +82.7% | +31.1% |
| 1Y | +54.9% | -52.2% | +107.1% | +54.7% |
| 3Y | +80.7% | -25.9% | +106.6% | +77.0% |
| 5Y | +83.4% | -85.1% | +168.5% | +76.9% |
| All | +120.5% | -74.0% | +194.4% | +113.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling