+79.3%
ADI vs JHX
+44.7%
+34.6%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +8.3% | -11.5% | -5.2% |
| 7D | -5.1% | +13.3% | -18.4% | -8.2% |
| 30D | -3.1% | +17.1% | -20.2% | -7.2% |
| 3M | +7.1% | +4.1% | +3.1% | +5.8% |
| 6M | +2.9% | +48.5% | -45.6% | -8.5% |
| YTD | +51.1% | +42.3% | +8.9% | +35.7% |
| 1Y | +79.3% | +47.4% | +31.9% | +59.7% |
| All | +79.3% | +44.7% | +34.6% | +59.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JHX.
Daily Out/Under-Performance
Portfolio return minus JHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JHX 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 JHX 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