+274.9%
JNJ vs TEAM
+614.2%
-339.3%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.5% | +2.3% | +0.8% |
| 7D | +3.5% | -2.4% | +5.9% | +3.5% |
| 30D | +12.5% | -26.7% | +39.3% | +13.1% |
| 3M | +9.6% | -9.6% | +19.2% | +9.6% |
| 6M | +25.3% | +86.0% | -60.7% | +23.3% |
| YTD | +40.3% | -7.5% | +47.8% | +40.4% |
| 1Y | +49.6% | -1.4% | +51.0% | +49.5% |
| 3Y | +110.8% | -14.3% | +125.1% | +108.8% |
| 5Y | +99.1% | -66.3% | +165.4% | +103.8% |
| 10Y | +216.6% | +445.6% | -229.0% | +168.1% |
| All | +274.9% | +614.2% | -339.3% | +214.3% |
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