+33.4%
AG vs JHX
+44.7%
-11.3%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +8.3% | +0.9% | +3.8% |
| 7D | -2.6% | +13.3% | -15.9% | -10.1% |
| 30D | -12.1% | +17.1% | -29.3% | -20.6% |
| 3M | -6.6% | +4.1% | -10.7% | -9.3% |
| 6M | -20.5% | +48.5% | -68.9% | -39.2% |
| YTD | -7.4% | +42.3% | -49.7% | -24.7% |
| 1Y | +33.4% | +47.4% | -14.0% | +6.8% |
| All | +33.4% | +44.7% | -11.3% | +6.8% |
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