+66.0%
JHX vs ACWI
+11.8%
+54.1%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.1% | +1.3% |
| 7D | -0.2% | +2.4% | -2.6% | -4.1% |
| 30D | +13.1% | -1.7% | +14.8% | +16.1% |
| 3M | -10.0% | -3.9% | -6.1% | -3.5% |
| 6M | +38.9% | +0.8% | +38.1% | +36.5% |
| YTD | +34.0% | +11.0% | +22.9% | +13.3% |
| 1Y | +66.0% | +13.1% | +52.9% | +38.6% |
| All | +66.0% | +11.8% | +54.1% | +38.6% |
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