+48.3%
UBER vs JNJ
+80.1%
-31.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JNJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.3% | +2.4% | +2.1% |
| 7D | -4.5% | -4.3% | -0.1% | -4.6% |
| 30D | -7.6% | +3.0% | -10.6% | -7.4% |
| 3M | +5.8% | +12.2% | -6.5% | +7.0% |
| 6M | +0.3% | +10.5% | -10.2% | +1.5% |
| YTD | -11.2% | +30.8% | -42.0% | -9.0% |
| 1Y | -23.0% | +54.9% | -77.9% | -20.4% |
| All | +48.3% | +80.1% | -31.8% | +49.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling