+2,423.9%
MUU vs JNJ
+74.2%
+2,349.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JNJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.3% | -9.1% | -9.7% |
| 7D | +3.6% | -4.3% | +7.9% | -2.5% |
| 30D | +22.3% | +3.0% | +19.3% | +28.7% |
| 3M | -8.2% | +12.2% | -20.4% | +11.3% |
| 6M | +256.3% | +10.5% | +245.9% | +342.1% |
| YTD | +534.4% | +30.8% | +503.6% | +786.6% |
| 1Y | +2,163.5% | +54.9% | +2,108.6% | +3,512.8% |
| All | +2,423.9% | +74.2% | +2,349.6% | +4,265.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling