-45.2%
INTU vs JHX
+44.7%
-89.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +8.3% | -4.8% | +3.5% |
| 7D | +8.7% | +13.3% | -4.6% | +8.8% |
| 30D | +25.9% | +17.1% | +8.7% | +26.1% |
| 3M | +10.7% | +4.1% | +6.6% | +10.2% |
| 6M | -11.6% | +48.5% | -60.1% | -7.3% |
| YTD | -45.4% | +42.3% | -87.7% | -44.3% |
| 1Y | -45.2% | +47.4% | -92.6% | -44.6% |
| All | -45.2% | +44.7% | -89.9% | -44.6% |
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 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