+3.6%
EXE vs JHX
+56.2%
-52.7%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.6% | -3.7% | -0.9% |
| 7D | -0.3% | +1.5% | -1.8% | -0.1% |
| 30D | +8.5% | +7.2% | +1.3% | +9.2% |
| 3M | +5.5% | +29.9% | -24.5% | +8.5% |
| 6M | -5.9% | +35.4% | -41.3% | -1.5% |
| YTD | -9.7% | +46.5% | -56.2% | -4.6% |
| 1Y | +3.6% | +55.5% | -52.0% | +11.6% |
| All | +3.6% | +56.2% | -52.7% | +11.6% |
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