+54.9%
JNJ vs SNPS
-7.2%
+62.1%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -0.2% |
| 7D | -4.3% | -4.6% | +0.3% | -4.7% |
| 30D | +3.0% | -3.3% | +6.4% | +2.9% |
| 3M | +12.2% | -13.8% | +26.0% | +11.3% |
| 6M | +10.5% | -8.2% | +18.7% | +9.8% |
| YTD | +30.8% | -15.4% | +46.2% | +29.7% |
| 1Y | +54.9% | +2.4% | +52.5% | +54.9% |
| All | +54.9% | -7.2% | +62.1% | +54.9% |
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