+228.1%
AMAT vs JHX
+1.3%
+226.8%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.7% | +5.7% | +4.5% |
| 7D | +7.0% | +4.5% | +2.5% | +5.7% |
| 30D | -12.2% | -1.2% | -11.0% | -12.0% |
| 3M | -3.8% | +32.8% | -36.6% | -11.4% |
| 6M | +45.9% | +41.2% | +4.7% | +31.6% |
| YTD | +84.6% | +43.9% | +40.7% | +66.0% |
| 1Y | +193.4% | +48.0% | +145.3% | +160.3% |
| 3Y | +228.1% | +1.2% | +226.9% | +199.2% |
| All | +228.1% | +1.3% | +226.8% | +199.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling