+1,638.3%
JNJ vs PLD
+1,708.5%
-70.2%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -1.0% |
| 7D | +2.7% | -2.4% | +5.1% | +3.1% |
| 30D | +7.4% | -2.4% | +9.8% | +7.8% |
| 3M | +21.2% | -3.8% | +25.0% | +21.9% |
| 6M | +13.4% | 0.0% | +13.4% | +13.3% |
| YTD | +35.1% | +9.2% | +25.9% | +32.9% |
| 1Y | +57.4% | +25.9% | +31.5% | +51.2% |
| 3Y | +86.8% | +21.3% | +65.5% | +78.7% |
| 5Y | +80.8% | +14.1% | +66.7% | +72.9% |
| 10Y | +202.7% | +237.9% | -35.1% | +142.5% |
| All | +1,638.3% | +1,708.5% | -70.2% | +806.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PLD.
Daily Out/Under-Performance
Portfolio return minus PLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLD 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 PLD 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