+151.8%
NBIS vs JNJ
+54.5%
+97.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JNJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.8% |
| 7D | -0.8% | -3.5% | +2.7% | -4.2% |
| 30D | -13.4% | +2.3% | -15.7% | -10.8% |
| 3M | +1.0% | +12.0% | -10.9% | +9.8% |
| 6M | +100.5% | +10.5% | +90.0% | +117.3% |
| YTD | +168.3% | +30.4% | +137.9% | +212.0% |
| 1Y | +151.8% | +52.1% | +99.6% | +207.3% |
| All | +151.8% | +54.5% | +97.2% | +207.3% |
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