+1.2%
JHX vs OUST
+645.3%
-644.1%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | OUST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.9% | -4.7% | -2.0% |
| 7D | +4.5% | +12.7% | -8.2% | +3.3% |
| 30D | -1.2% | -13.6% | +12.4% | 0.0% |
| 3M | +32.8% | -8.3% | +41.1% | +31.0% |
| 6M | +41.2% | +85.0% | -43.8% | +27.4% |
| YTD | +43.9% | +73.2% | -29.3% | +30.1% |
| 1Y | +48.0% | +32.5% | +15.6% | +36.1% |
| 3Y | +1.2% | +643.8% | -642.7% | -29.5% |
| All | +1.2% | +645.3% | -644.1% | -29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OUST.
Daily Out/Under-Performance
Portfolio return minus OUST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OUST 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded OUST 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling