+2,981.5%
MUU vs JNJ
+58.1%
+2,923.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JNJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.1% | +12.7% | +9.2% |
| 7D | +17.4% | +2.7% | +14.7% | +24.4% |
| 30D | +24.0% | +7.4% | +16.6% | +46.0% |
| 3M | -23.9% | +21.2% | -45.1% | +16.7% |
| 6M | +284.4% | +13.4% | +271.0% | +485.0% |
| YTD | +583.7% | +35.1% | +548.6% | +1,126.9% |
| 1Y | +2,981.5% | +57.4% | +2,924.0% | +6,697.2% |
| All | +2,981.5% | +58.1% | +2,923.4% | +6,697.2% |
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