+127.8%
JNJ vs OPEN
-70.7%
+198.5%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.6% | -1.8% | -1.2% |
| 7D | +2.7% | -4.3% | +6.9% | +2.7% |
| 30D | +7.4% | -16.2% | +23.6% | +7.4% |
| 3M | +21.2% | -36.4% | +57.6% | +21.4% |
| 6M | +13.4% | -35.5% | +48.9% | +13.5% |
| YTD | +35.1% | -46.0% | +81.1% | +35.4% |
| 1Y | +57.4% | -47.1% | +104.6% | +57.1% |
| 3Y | +86.8% | -19.0% | +105.8% | +82.9% |
| 5Y | +80.8% | -83.6% | +164.4% | +74.3% |
| All | +127.8% | -70.7% | +198.5% | +120.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling