+4,344.1%
SMCI vs JNJ
+679.8%
+3,664.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JNJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.8% | -2.5% | -3.0% |
| 7D | +5.2% | -3.0% | +8.2% | +6.6% |
| 30D | +23.7% | +2.5% | +21.2% | +22.1% |
| 3M | -4.2% | +13.2% | -17.5% | -10.6% |
| 6M | +21.7% | +11.3% | +10.5% | +14.1% |
| YTD | +33.0% | +31.1% | +1.9% | +14.5% |
| 1Y | -9.3% | +54.3% | -63.6% | -28.6% |
| 3Y | +38.7% | +81.1% | -42.4% | -5.7% |
| 5Y | +967.2% | +82.7% | +884.4% | +600.8% |
| 10Y | +1,745.9% | +196.5% | +1,549.4% | +671.4% |
| All | +4,344.1% | +679.8% | +3,664.3% | +777.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling