+261.1%
JNJ vs TEAM
+802.8%
-541.6%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.6% | +1.5% | -1.1% |
| 7D | +2.7% | -0.4% | +3.1% | +2.7% |
| 30D | +7.4% | +67.3% | -59.9% | +6.2% |
| 3M | +21.2% | +86.8% | -65.6% | +19.5% |
| 6M | +13.4% | +146.8% | -133.4% | +10.9% |
| YTD | +35.1% | +16.9% | +18.2% | +34.8% |
| 1Y | +57.4% | +12.8% | +44.6% | +57.1% |
| 3Y | +86.8% | -7.3% | +94.0% | +85.6% |
| 5Y | +80.8% | -50.7% | +131.5% | +82.4% |
| 10Y | +202.7% | +529.8% | -327.1% | +156.4% |
| All | +261.1% | +802.8% | -541.6% | +201.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling