+374.9%
V vs JNJ
+196.9%
+178.1%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JNJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.2% | +0.1% |
| 7D | -3.0% | -4.3% | +1.3% | -0.9% |
| 30D | +1.2% | +3.0% | -1.8% | -0.3% |
| 3M | +13.9% | +12.2% | +1.7% | +7.1% |
| 6M | +17.2% | +10.5% | +6.8% | +10.9% |
| YTD | +5.3% | +30.8% | -25.4% | -9.0% |
| 1Y | +9.5% | +54.9% | -45.5% | -13.7% |
| 3Y | +51.9% | +80.7% | -28.7% | +8.7% |
| 5Y | +69.6% | +83.4% | -13.9% | +18.4% |
| All | +374.9% | +196.9% | +178.1% | +153.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling