+23.4%
DAL vs JHX
+35.8%
-12.5%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -3.1% | -2.2% | -3.6% |
| 7D | +1.4% | -3.8% | +5.2% | +3.4% |
| 30D | +9.1% | +11.7% | -2.6% | +3.1% |
| 3M | -3.5% | -10.7% | +7.2% | +2.2% |
| 6M | +23.4% | +36.5% | -13.1% | -2.7% |
| All | +23.4% | +35.8% | -12.5% | -2.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling