+104.6%
JNJ vs PLTD
-77.5%
+182.2%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.2% | -1.4% | +0.7% |
| 7D | +3.5% | -4.8% | +8.2% | +3.6% |
| 30D | +12.5% | +16.9% | -4.3% | +11.8% |
| 3M | +9.6% | +2.6% | +7.0% | +9.3% |
| 6M | +25.3% | -36.2% | +61.6% | +26.8% |
| YTD | +40.3% | -19.4% | +59.7% | +40.5% |
| 1Y | +49.6% | -22.5% | +72.2% | +50.0% |
| All | +104.6% | -77.5% | +182.2% | +109.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 3y: compounded portfolio wealth divided by compounded PLTD 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…
3y analysis · Full analysis span regression · 6 months rolling