+1,101.8%
NBIS vs JNJ
+70.8%
+1,031.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JNJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.7% | -2.4% |
| 7D | +17.8% | -3.0% | +20.7% | +13.8% |
| 30D | +30.5% | +2.5% | +28.0% | +35.5% |
| 3M | +9.2% | +13.2% | -4.1% | +28.7% |
| 6M | +153.2% | +11.3% | +141.9% | +191.1% |
| YTD | +187.1% | +31.1% | +156.0% | +303.5% |
| 1Y | +151.1% | +54.3% | +96.8% | +341.9% |
| All | +1,101.8% | +70.8% | +1,031.0% | +2,654.5% |
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