+82.7%
JNJ vs OPEN
-84.0%
+166.7%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.3% | +1.5% | -0.7% |
| 7D | -3.0% | -2.9% | 0.0% | -2.9% |
| 30D | +2.5% | -13.8% | +16.3% | +2.6% |
| 3M | +13.2% | -30.9% | +44.1% | +13.4% |
| 6M | +11.3% | -40.9% | +52.2% | +11.5% |
| YTD | +31.1% | -48.5% | +79.7% | +31.5% |
| 1Y | +54.3% | -50.9% | +105.2% | +54.0% |
| 3Y | +81.1% | -20.6% | +101.8% | +76.4% |
| 5Y | +82.7% | -84.2% | +166.9% | +67.5% |
| All | +82.7% | -84.0% | +166.7% | +67.5% |
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