+84.7%
JNJ vs UUUU
+88.5%
-3.8%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.3% | +6.0% | -0.3% |
| 7D | -4.3% | -5.0% | +0.7% | -4.3% |
| 30D | +3.0% | -7.8% | +10.8% | +3.0% |
| 3M | +12.2% | -0.4% | +12.7% | +12.2% |
| 6M | +10.5% | -32.9% | +43.4% | +10.6% |
| YTD | +30.8% | -6.3% | +37.0% | +30.8% |
| 1Y | +54.9% | +7.9% | +47.0% | +54.8% |
| 3Y | +80.7% | +85.2% | -4.5% | +79.5% |
| All | +84.7% | +88.5% | -3.8% | +84.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling