+2,538.2%
MUU vs JNJ
+76.1%
+2,462.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JNJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.2% | -0.8% | -6.1% |
| 7D | +13.9% | -0.8% | +14.7% | +12.7% |
| 30D | +24.8% | +4.3% | +20.5% | +33.6% |
| 3M | -15.7% | +16.5% | -32.2% | +6.2% |
| 6M | +338.9% | +13.1% | +325.7% | +456.4% |
| YTD | +563.2% | +32.1% | +531.0% | +839.9% |
| 1Y | +2,577.5% | +54.5% | +2,523.0% | +4,193.4% |
| All | +2,538.2% | +76.1% | +2,462.2% | +4,527.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling