+103.2%
INTC vs JHX
-27.7%
+130.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.0% | +1.6% | +2.3% |
| 7D | +7.5% | -6.3% | +13.8% | +9.7% |
| 30D | +2.0% | -7.7% | +9.7% | +4.6% |
| 3M | -12.0% | +19.2% | -31.2% | -17.5% |
| 6M | +114.5% | +38.3% | +76.3% | +90.2% |
| YTD | +179.0% | +37.2% | +141.8% | +147.7% |
| 1Y | +318.3% | +42.3% | +276.0% | +264.6% |
| 3Y | +171.2% | -4.4% | +175.6% | +145.3% |
| All | +103.2% | -27.7% | +130.9% | +88.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling