+8.3%
DIS vs JHX
+44.7%
-36.5%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +8.3% | -4.1% | +2.4% |
| 7D | +9.1% | +13.3% | -4.2% | +6.3% |
| 30D | +14.8% | +17.1% | -2.3% | +11.1% |
| 3M | +21.2% | +4.1% | +17.1% | +19.7% |
| 6M | +18.3% | +48.5% | -30.2% | +7.6% |
| YTD | +5.4% | +42.3% | -36.9% | -3.7% |
| 1Y | +8.3% | +47.4% | -39.1% | -1.8% |
| All | +8.3% | +44.7% | -36.5% | -1.8% |
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