+57.4%
INTC vs JHX
+44.7%
+12.7%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +8.3% | -12.1% | -6.1% |
| 7D | -39.0% | +13.3% | -52.3% | -41.5% |
| 30D | -49.8% | +17.1% | -67.0% | -52.6% |
| 3M | -42.2% | +4.1% | -46.3% | -43.2% |
| 6M | -39.2% | +48.5% | -87.7% | -48.4% |
| YTD | +57.9% | +42.3% | +15.6% | +35.7% |
| 1Y | +57.4% | +47.4% | +10.0% | +34.3% |
| All | +57.4% | +44.7% | +12.7% | +34.3% |
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