+260.8%
GE vs JHX
-4.5%
+265.2%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.1% | -0.3% |
| 7D | -4.0% | -6.3% | +2.3% | -2.8% |
| 30D | -11.4% | -7.7% | -3.7% | -10.2% |
| 3M | -2.6% | +19.2% | -21.8% | -6.0% |
| 6M | -0.3% | +38.3% | -38.6% | -6.7% |
| YTD | +5.4% | +37.2% | -31.8% | -1.5% |
| 1Y | +15.5% | +42.3% | -26.7% | +7.2% |
| 3Y | +260.8% | -4.4% | +265.2% | +233.6% |
| All | +260.8% | -4.5% | +265.2% | +233.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling