+17.9%
NOW vs JNJ
+88.3%
-70.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JNJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.1% | -1.8% | -3.2% |
| 7D | -2.4% | +2.7% | -5.1% | -1.7% |
| 30D | +20.5% | +7.4% | +13.1% | +22.6% |
| 3M | +18.3% | +21.2% | -2.9% | +25.5% |
| 6M | +24.1% | +13.4% | +10.7% | +30.3% |
| YTD | -7.8% | +35.1% | -42.9% | -0.2% |
| 1Y | -21.4% | +57.4% | -78.8% | -13.1% |
| All | +17.9% | +88.3% | -70.5% | +35.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling