+143.3%
DELL vs JHX
+44.7%
+98.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +8.3% | -17.1% | -10.7% |
| 7D | -24.6% | +13.3% | -37.9% | -27.2% |
| 30D | -32.5% | +17.1% | -49.6% | -35.6% |
| 3M | -20.2% | +4.1% | -24.3% | -21.1% |
| 6M | +76.5% | +48.5% | +28.0% | +54.3% |
| YTD | +198.9% | +42.3% | +156.7% | +161.4% |
| 1Y | +143.3% | +47.4% | +96.0% | +109.8% |
| All | +143.3% | +44.7% | +98.6% | +109.8% |
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