-49.7%
INTU vs JHX
+56.2%
-105.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +2.6% | -5.9% | -3.2% |
| 7D | -7.1% | +1.5% | -8.6% | -7.0% |
| 30D | +1.5% | +7.2% | -5.7% | +1.9% |
| 3M | +10.7% | +29.9% | -19.3% | +13.4% |
| 6M | -23.8% | +35.4% | -59.2% | -20.4% |
| YTD | -49.3% | +46.5% | -95.8% | -47.8% |
| 1Y | -49.7% | +55.5% | -105.2% | -47.9% |
| All | -49.7% | +56.2% | -105.9% | -47.9% |
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