+3,594.5%
JNJ vs RMD
+38,753.6%
-35,159.0%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.8% |
| 7D | +3.5% | +2.1% | +1.4% | +3.2% |
| 30D | +12.5% | +2.1% | +10.5% | +12.2% |
| 3M | +9.6% | +6.2% | +3.3% | +8.8% |
| 6M | +25.3% | +19.4% | +6.0% | +22.7% |
| YTD | +40.3% | +0.5% | +39.8% | +39.7% |
| 1Y | +49.6% | -3.9% | +53.6% | +49.7% |
| 3Y | +110.8% | +72.5% | +38.2% | +95.9% |
| 5Y | +99.1% | -1.5% | +100.6% | +94.7% |
| 10Y | +216.6% | +345.8% | -129.2% | +164.7% |
| All | +3,594.5% | +38,753.6% | -35,159.0% | +2,356.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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