+91.0%
DOCN vs JHX
+64.1%
+26.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.9% | -5.0% | -4.3% |
| 7D | +19.1% | -0.2% | +19.3% | +19.0% |
| 30D | -21.0% | +13.1% | -34.1% | -22.5% |
| 3M | -34.7% | -10.0% | -24.7% | -33.9% |
| 6M | -45.8% | +38.9% | -84.7% | -50.3% |
| YTD | +79.4% | +34.0% | +45.4% | +65.6% |
| 1Y | +91.0% | +66.0% | +25.0% | +79.3% |
| All | +91.0% | +64.1% | +26.9% | +79.3% |
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