+661.2%
MU vs JNJ
+53.4%
+607.8%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JNJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.8% | +3.5% | +2.0% |
| 7D | +7.5% | -3.0% | +10.5% | +4.3% |
| 30D | +19.4% | +2.5% | +16.9% | +23.1% |
| 3M | +9.8% | +13.2% | -3.4% | +26.0% |
| 6M | +164.1% | +11.3% | +152.9% | +209.7% |
| YTD | +260.3% | +31.1% | +229.2% | +356.2% |
| 1Y | +661.2% | +54.3% | +606.9% | +958.5% |
| All | +661.2% | +53.4% | +607.8% | +958.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JNJ.
Daily Out/Under-Performance
Portfolio return minus JNJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JNJ 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 1y: compounded portfolio wealth divided by compounded JNJ 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…
1y analysis · Full analysis span regression · 6 months rolling