-50.8%
INTU vs JHX
+43.8%
-94.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.0% | +1.8% | +2.9% |
| 7D | -3.3% | -6.3% | +3.0% | -3.7% |
| 30D | -3.9% | -7.7% | +3.8% | -4.4% |
| 3M | +16.6% | +19.2% | -2.5% | +18.7% |
| 6M | -26.4% | +38.3% | -64.7% | -23.2% |
| YTD | -51.0% | +37.2% | -88.2% | -49.7% |
| 1Y | -50.8% | +42.3% | -93.0% | -49.1% |
| All | -50.8% | +43.8% | -94.6% | -49.1% |
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