+47.4%
JHX vs A
+24.4%
+23.0%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +1.0% | +7.3% | +7.9% |
| 7D | +13.3% | -2.4% | +15.7% | +14.4% |
| 30D | +17.1% | +3.6% | +13.6% | +15.1% |
| 3M | +4.1% | +27.5% | -23.4% | -7.6% |
| 6M | +48.5% | +58.5% | -10.0% | +18.3% |
| YTD | +42.3% | +31.2% | +11.1% | +22.0% |
| 1Y | +47.4% | +22.2% | +25.2% | +28.9% |
| All | +47.4% | +24.4% | +23.0% | +28.9% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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