+649.9%
PLTR vs JNJ
+97.2%
+552.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JNJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.1% | +2.3% | +2.1% |
| 7D | +0.4% | +1.5% | -1.1% | +0.6% |
| 30D | -17.5% | +6.3% | -23.8% | -16.4% |
| 3M | -1.5% | +8.5% | -9.9% | +0.3% |
| 6M | +25.9% | +28.0% | -2.1% | +33.2% |
| YTD | -3.0% | +37.7% | -40.7% | +3.6% |
| 1Y | -9.7% | +47.9% | -57.6% | -2.6% |
| 3Y | +776.5% | +107.4% | +669.1% | +872.7% |
| 5Y | +649.9% | +97.7% | +552.2% | +778.0% |
| All | +649.9% | +97.2% | +552.7% | +778.0% |
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