+506.3%
NOW vs JNJ
+205.1%
+301.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JNJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -2.9% |
| 7D | -8.7% | +5.5% | -14.2% | -10.2% |
| 30D | -29.3% | +7.4% | -36.7% | -31.0% |
| 3M | -21.8% | +7.8% | -29.6% | -24.0% |
| 6M | +9.2% | +28.2% | -19.0% | +0.1% |
| YTD | -35.0% | +37.9% | -72.8% | -42.5% |
| 1Y | -42.5% | +52.4% | -94.9% | -51.3% |
| 3Y | -21.5% | +107.7% | -129.2% | -43.3% |
| 5Y | -25.8% | +96.5% | -122.3% | -45.8% |
| 10Y | +506.3% | +208.3% | +298.1% | +262.3% |
| All | +506.3% | +205.1% | +301.2% | +262.3% |
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 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