+98.1%
DAL vs JHX
-5.4%
+103.5%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.5% | +1.8% | +0.1% |
| 7D | -0.6% | -4.9% | +4.2% | +0.8% |
| 30D | -13.5% | -9.3% | -4.2% | -10.9% |
| 3M | +2.6% | +28.1% | -25.5% | -5.1% |
| 6M | +32.7% | +35.2% | -2.5% | +20.2% |
| YTD | +13.6% | +35.9% | -22.2% | +2.7% |
| 1Y | +28.8% | +42.5% | -13.7% | +14.3% |
| All | +98.1% | -5.4% | +103.5% | +74.0% |
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