+47.4%
JHX vs AEIS
+6.2%
+41.1%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -11.1% | +19.4% | +9.9% |
| 7D | +13.3% | -12.7% | +26.0% | +15.1% |
| 30D | +17.1% | -28.8% | +46.0% | +23.6% |
| 3M | +4.1% | -38.0% | +42.1% | +12.4% |
| 6M | +48.5% | -45.3% | +93.8% | +61.8% |
| YTD | +42.3% | +1.1% | +41.1% | +47.1% |
| 1Y | +47.4% | +8.6% | +38.8% | +55.0% |
| All | +47.4% | +6.2% | +41.1% | +55.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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