+62.5%
JHX vs ACWI
+11.6%
+50.9%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -2.1% |
| 7D | -3.8% | +2.7% | -6.5% | -8.0% |
| 30D | +11.7% | -2.6% | +14.3% | +16.6% |
| 3M | -10.7% | -3.2% | -7.5% | -5.6% |
| 6M | +36.5% | +1.9% | +34.6% | +31.7% |
| YTD | +32.8% | +11.3% | +21.5% | +11.8% |
| 1Y | +62.5% | +11.7% | +50.8% | +36.6% |
| All | +62.5% | +11.6% | +50.9% | +36.6% |
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