+97.7%
JNJ vs OPEN
-94.2%
+191.9%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.2% | -4.3% | -0.2% |
| 7D | +1.5% | -31.1% | +32.5% | +1.7% |
| 30D | +6.3% | -34.7% | +41.0% | +6.6% |
| 3M | +8.5% | -61.9% | +70.3% | +9.0% |
| 6M | +28.0% | -71.9% | +99.8% | +28.8% |
| YTD | +37.7% | -76.6% | +114.3% | +38.6% |
| 1Y | +47.9% | -83.9% | +131.8% | +49.5% |
| 3Y | +107.4% | -34.4% | +141.8% | +102.3% |
| 5Y | +97.7% | -93.9% | +191.7% | +91.5% |
| All | +97.7% | -94.2% | +191.9% | +91.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling