+551.7%
PLTR vs JNJ
+80.8%
+471.0%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JNJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.2% | -0.1% | -2.7% |
| 7D | -5.3% | -0.8% | -4.6% | -5.5% |
| 30D | -1.0% | +4.3% | -5.3% | -0.1% |
| 3M | +24.8% | +16.5% | +8.3% | +29.1% |
| 6M | +8.4% | +13.1% | -4.8% | +12.0% |
| YTD | -4.2% | +32.1% | -36.3% | +1.1% |
| 1Y | +9.1% | +54.5% | -45.4% | +17.2% |
| 3Y | +1,025.6% | +82.5% | +943.0% | +1,123.1% |
| All | +551.7% | +80.8% | +471.0% | +700.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling