+1,435.0%
ADI vs JHX
+2,220.4%
-785.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.5% | +1.4% | -0.4% |
| 7D | +1.3% | -4.9% | +6.2% | +2.5% |
| 30D | -6.0% | -9.3% | +3.3% | -3.8% |
| 3M | -7.7% | +28.1% | -35.8% | -13.4% |
| 6M | +14.0% | +35.2% | -21.2% | +4.9% |
| YTD | +34.4% | +35.9% | -1.5% | +23.4% |
| 1Y | +48.0% | +42.5% | +5.4% | +33.4% |
| 3Y | +113.3% | -4.5% | +117.8% | +99.6% |
| 5Y | +131.1% | -27.1% | +158.2% | +126.3% |
| 10Y | +628.7% | +104.2% | +524.5% | +442.8% |
| All | +1,435.0% | +2,220.4% | -785.5% | +732.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling