+504.3%
MUU vs JNJ
+51.2%
+453.1%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JNJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +3.8% | -17.8% | -7.2% |
| 7D | -35.9% | +1.9% | -37.8% | -32.8% |
| 30D | -47.1% | +9.2% | -56.4% | -36.6% |
| 3M | -29.8% | +8.9% | -38.8% | -14.5% |
| 6M | +16.0% | +24.6% | -8.5% | +85.7% |
| YTD | +286.1% | +35.7% | +250.4% | +616.1% |
| 1Y | +504.3% | +51.2% | +453.1% | +1,307.7% |
| All | +504.3% | +51.2% | +453.1% | +1,307.7% |
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