+319.1%
DELL vs JHX
+56.2%
+262.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.6% | -1.1% | +0.7% |
| 7D | +14.9% | +1.5% | +13.3% | +14.4% |
| 30D | +13.3% | +7.2% | +6.1% | +10.6% |
| 3M | +24.4% | +29.9% | -5.5% | +13.2% |
| 6M | +258.0% | +35.4% | +222.6% | +219.0% |
| YTD | +320.2% | +46.5% | +273.7% | +264.6% |
| 1Y | +319.1% | +55.5% | +263.5% | +257.7% |
| All | +319.1% | +56.2% | +262.8% | +257.7% |
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 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