+193.4%
JNJ vs TECH
+189.8%
+3.6%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | 0.0% | -0.2% |
| 7D | -4.3% | -0.5% | -3.8% | -4.3% |
| 30D | +3.0% | 0.0% | +3.0% | +3.0% |
| 3M | +12.2% | +37.4% | -25.2% | +7.1% |
| 6M | +10.5% | +36.9% | -26.4% | +4.6% |
| YTD | +30.8% | +23.1% | +7.7% | +25.5% |
| 1Y | +54.9% | +42.2% | +12.7% | +44.8% |
| 3Y | +80.7% | +1.9% | +78.7% | +74.0% |
| 5Y | +83.4% | -42.9% | +126.3% | +94.2% |
| All | +193.4% | +189.8% | +3.6% | +88.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 10y: compounded portfolio wealth divided by compounded TECH 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…
10y analysis · Full analysis span regression · 6 months rolling