+47.4%
JHX vs ACWI
+14.9%
+32.5%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +1.7% | +6.6% | +5.4% |
| 7D | +13.3% | -0.5% | +13.7% | +14.1% |
| 30D | +17.1% | -1.6% | +18.8% | +20.4% |
| 3M | +4.1% | -1.3% | +5.4% | +6.7% |
| 6M | +48.5% | +5.8% | +42.6% | +34.7% |
| YTD | +42.3% | +12.7% | +29.5% | +17.5% |
| 1Y | +47.4% | +15.0% | +32.4% | +20.0% |
| All | +47.4% | +14.9% | +32.5% | +20.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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