+812.0%
NOW vs JNJ
+196.7%
+615.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JNJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -2.2% | -2.8% | -4.3% |
| 7D | -6.1% | -0.8% | -5.3% | -5.8% |
| 30D | +7.5% | +4.3% | +3.1% | +5.9% |
| 3M | +17.5% | +16.5% | +1.0% | +11.7% |
| 6M | +7.9% | +13.1% | -5.2% | +3.1% |
| YTD | -12.4% | +32.1% | -44.5% | -21.4% |
| 1Y | -28.6% | +54.5% | -83.0% | -40.0% |
| 3Y | +11.8% | +82.5% | -70.7% | -14.4% |
| 5Y | +2.6% | +80.0% | -77.4% | -22.0% |
| All | +812.0% | +196.7% | +615.3% | +427.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling