-2.7%
SMCI vs JNJ
+58.1%
-60.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JNJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.1% | +5.7% | +3.8% |
| 7D | +6.8% | +2.7% | +4.1% | +8.7% |
| 30D | +30.6% | +7.4% | +23.2% | +37.3% |
| 3M | -15.6% | +21.2% | -36.8% | -2.4% |
| 6M | +21.3% | +13.4% | +7.9% | +37.9% |
| YTD | +35.3% | +35.1% | +0.1% | +71.7% |
| 1Y | -2.7% | +57.4% | -60.2% | +34.7% |
| All | -2.7% | +58.1% | -60.8% | +34.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling