+46.1%
GOOGL vs JHX
+56.2%
-10.1%
-21.0%
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% | -1.5% |
| 7D | -2.3% | +1.5% | -3.9% | -2.6% |
| 30D | -6.6% | +7.2% | -13.8% | -7.5% |
| 3M | -9.0% | +29.9% | -38.9% | -12.3% |
| 6M | +11.8% | +35.4% | -23.6% | +4.3% |
| YTD | +8.3% | +46.5% | -38.2% | +1.3% |
| 1Y | +46.1% | +55.5% | -9.4% | +35.0% |
| All | +46.1% | +56.2% | -10.1% | +35.0% |
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