+84.2%
JNJ vs TEAM
-52.7%
+136.9%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | -3.5% | -5.2% | +1.7% | -3.6% |
| 30D | +2.3% | +15.8% | -13.4% | +2.5% |
| 3M | +12.0% | +101.5% | -89.5% | +13.1% |
| 6M | +10.5% | +138.2% | -127.7% | +12.0% |
| YTD | +30.4% | +10.8% | +19.6% | +31.7% |
| 1Y | +52.1% | +1.7% | +50.4% | +53.7% |
| 3Y | +77.8% | -16.0% | +93.8% | +79.1% |
| All | +84.2% | -52.7% | +136.9% | +83.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling