-17.6%
UBER vs JNJ
+58.1%
-75.7%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JNJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.9% | -0.3% |
| 7D | -3.9% | +2.7% | -6.6% | -3.7% |
| 30D | +11.1% | +7.4% | +3.7% | +11.9% |
| 3M | +4.9% | +21.2% | -16.3% | +9.4% |
| 6M | -1.2% | +13.4% | -14.6% | +1.3% |
| YTD | -7.3% | +35.1% | -42.4% | -0.1% |
| 1Y | -17.6% | +57.4% | -75.1% | -5.4% |
| All | -17.6% | +58.1% | -75.7% | -5.4% |
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