+78.8%
JNJ vs TEAM
-15.1%
+93.9%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.5% | -0.7% |
| 7D | -3.0% | -4.7% | +1.7% | -3.1% |
| 30D | +2.5% | +17.0% | -14.5% | +3.0% |
| 3M | +13.2% | +85.9% | -72.7% | +15.6% |
| 6M | +11.3% | +116.7% | -105.4% | +14.8% |
| YTD | +31.1% | +9.6% | +21.5% | +33.4% |
| 1Y | +54.3% | -2.5% | +56.9% | +56.7% |
| All | +78.8% | -15.1% | +93.9% | +79.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling