+49.6%
JNJ vs SNPS
+14.9%
+34.8%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.4% | +0.6% |
| 7D | +3.5% | +1.1% | +2.4% | +3.5% |
| 30D | +12.5% | -5.2% | +17.7% | +12.1% |
| 3M | +9.6% | +10.6% | -1.0% | +11.2% |
| 6M | +25.3% | -10.6% | +36.0% | +25.0% |
| YTD | +40.3% | -3.1% | +43.4% | +40.7% |
| 1Y | +49.6% | +15.6% | +34.1% | +50.7% |
| All | +49.6% | +14.9% | +34.8% | +50.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SNPS.
Daily Out/Under-Performance
Portfolio return minus SNPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNPS 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 1y: compounded portfolio wealth divided by compounded SNPS 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…
1y analysis · Full analysis span regression · 6 months rolling