+76.8%
V vs JNJ
+107.7%
-30.8%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JNJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.5% |
| 7D | +0.8% | +5.5% | -4.7% | -0.4% |
| 30D | +9.9% | +7.4% | +2.5% | +8.2% |
| 3M | +17.5% | +7.8% | +9.7% | +15.5% |
| 6M | +33.5% | +28.2% | +5.2% | +26.1% |
| YTD | +21.6% | +37.9% | -16.3% | +12.5% |
| 1Y | +27.6% | +52.4% | -24.8% | +15.0% |
| All | +76.8% | +107.7% | -30.8% | +50.5% |
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