+19.0%
DLR vs JHX
+56.2%
-37.2%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.6% | -2.2% | -0.2% |
| 7D | +1.6% | +1.5% | 0.0% | +1.3% |
| 30D | -3.4% | +7.2% | -10.5% | -4.7% |
| 3M | +0.5% | +29.9% | -29.4% | -4.5% |
| 6M | +4.6% | +35.4% | -30.8% | -2.4% |
| YTD | +23.4% | +46.5% | -23.0% | +13.4% |
| 1Y | +19.0% | +55.5% | -36.5% | +9.3% |
| All | +19.0% | +56.2% | -37.2% | +9.3% |
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