+57.4%
JNJ vs TEAM
+11.3%
+46.2%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.6% | +1.5% | -1.2% |
| 7D | +2.7% | -0.4% | +3.1% | +2.7% |
| 30D | +7.4% | +67.3% | -59.9% | +9.5% |
| 3M | +21.2% | +86.8% | -65.6% | +24.2% |
| 6M | +13.4% | +146.8% | -133.4% | +19.2% |
| YTD | +35.1% | +16.9% | +18.2% | +37.7% |
| 1Y | +57.4% | +12.8% | +44.6% | +60.4% |
| All | +57.4% | +11.3% | +46.2% | +60.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM 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 TEAM 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