+49.6%
JNJ vs OPEN
-86.7%
+136.4%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.6% | +4.4% | +0.6% |
| 7D | +3.5% | -15.0% | +18.5% | +2.7% |
| 30D | +12.5% | -40.2% | +52.7% | +10.1% |
| 3M | +9.6% | -67.4% | +77.0% | +3.1% |
| 6M | +25.3% | -74.0% | +99.4% | +16.7% |
| YTD | +40.3% | -79.6% | +119.9% | +29.1% |
| 1Y | +49.6% | -86.1% | +135.7% | +35.9% |
| All | +49.6% | -86.7% | +136.4% | +35.9% |
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