+192.5%
JNJ vs UUUU
+465.5%
-273.0%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.0% | +4.7% | -0.1% |
| 7D | -3.5% | -10.5% | +7.0% | -3.2% |
| 30D | +2.3% | -10.5% | +12.8% | +2.6% |
| 3M | +12.0% | -14.1% | +26.1% | +12.3% |
| 6M | +10.5% | -35.5% | +45.9% | +11.4% |
| YTD | +30.4% | -10.9% | +41.3% | +29.6% |
| 1Y | +52.1% | +3.4% | +48.8% | +49.6% |
| 3Y | +77.8% | +73.1% | +4.7% | +68.8% |
| 5Y | +82.9% | +87.1% | -4.2% | +68.4% |
| All | +192.5% | +465.5% | -273.0% | +129.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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