+388.6%
DAL vs JHX
+471.7%
-83.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -3.1% | -2.2% | -4.2% |
| 7D | +1.4% | -3.8% | +5.2% | +2.7% |
| 30D | +9.1% | +11.7% | -2.6% | +5.1% |
| 3M | -3.5% | -10.7% | +7.2% | +0.1% |
| 6M | +23.4% | +36.5% | -13.1% | +10.5% |
| YTD | +26.0% | +32.8% | -6.8% | +13.1% |
| 1Y | +44.6% | +62.5% | -17.9% | +21.3% |
| 3Y | +162.7% | -5.7% | +168.4% | +143.3% |
| 5Y | +113.0% | -32.2% | +145.2% | +115.0% |
| 10Y | +109.8% | +114.7% | -4.9% | +39.2% |
| All | +388.6% | +471.7% | -83.1% | +72.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling