+1,843.7%
MUU vs JNJ
+54.5%
+1,789.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JNJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -1.7% |
| 7D | -8.2% | -3.5% | -4.7% | -15.0% |
| 30D | +10.2% | +2.3% | +7.9% | +17.5% |
| 3M | -26.5% | +12.0% | -38.5% | -1.2% |
| 6M | +227.2% | +10.5% | +216.8% | +368.0% |
| YTD | +527.4% | +30.4% | +497.0% | +970.1% |
| 1Y | +1,843.7% | +52.1% | +1,791.5% | +4,274.8% |
| All | +1,843.7% | +54.5% | +1,789.2% | +4,274.8% |
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