+390.9%
AMD vs JHX
-24.7%
+415.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -3.2% | +6.2% | +4.3% |
| 7D | +14.0% | +1.6% | +12.4% | +13.2% |
| 30D | +11.0% | -5.0% | +16.0% | +13.0% |
| 3M | +9.6% | +24.5% | -14.9% | -0.2% |
| 6M | +157.1% | +34.9% | +122.2% | +125.8% |
| YTD | +143.3% | +39.3% | +104.0% | +111.1% |
| 1Y | +234.4% | +48.6% | +185.9% | +180.5% |
| 3Y | +391.2% | -2.0% | +393.2% | +313.2% |
| 5Y | +390.9% | -24.4% | +415.3% | +379.2% |
| All | +390.9% | -24.7% | +415.6% | +379.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling