+107.7%
JNJ vs WST
+23.5%
+84.2%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.3% | -0.5% |
| 7D | +5.5% | +1.4% | +4.1% | +5.4% |
| 30D | +7.4% | +12.7% | -5.3% | +7.0% |
| 3M | +7.8% | +17.2% | -9.4% | +7.2% |
| 6M | +28.2% | +26.7% | +1.6% | +27.2% |
| YTD | +37.9% | +50.3% | -12.4% | +35.8% |
| 1Y | +52.4% | +50.2% | +2.2% | +50.1% |
| 3Y | +107.7% | +21.7% | +85.9% | +100.8% |
| All | +107.7% | +23.5% | +84.2% | +100.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 3y: compounded portfolio wealth divided by compounded WST 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…
3y analysis · Full analysis span regression · 6 months rolling