+116.2%
ASML vs JHX
+43.9%
+72.3%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.2% | +1.2% | -0.9% |
| 7D | +2.8% | +1.6% | +1.2% | +2.2% |
| 30D | -0.2% | -5.0% | +4.8% | +1.5% |
| 3M | -2.6% | +24.5% | -27.0% | -10.8% |
| 6M | +27.9% | +34.9% | -7.0% | +10.9% |
| YTD | +62.4% | +39.3% | +23.1% | +42.0% |
| 1Y | +116.2% | +48.6% | +67.7% | +91.5% |
| All | +116.2% | +43.9% | +72.3% | +91.5% |
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