+53.9%
DOCN vs JHX
+67.1%
-13.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.0% | +4.5% | +2.0% |
| 7D | -12.1% | +6.6% | -18.7% | -12.8% |
| 30D | -41.0% | +15.6% | -56.7% | -42.3% |
| 3M | -38.7% | -4.5% | -34.2% | -38.3% |
| 6M | -51.5% | +38.5% | -90.0% | -55.4% |
| YTD | +65.3% | +40.0% | +25.3% | +48.5% |
| 1Y | +53.9% | +67.0% | -13.1% | +34.0% |
| All | +53.9% | +67.1% | -13.2% | +34.0% |
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