-27.2%
JHX vs SPXU
-86.1%
+58.9%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.4% | +3.4% | 0.0% |
| 7D | -6.3% | +2.5% | -8.8% | -5.3% |
| 30D | -7.7% | +4.2% | -11.9% | -5.9% |
| 3M | +19.2% | -9.3% | +28.4% | +15.7% |
| 6M | +38.3% | -30.7% | +69.0% | +23.1% |
| YTD | +37.2% | -28.1% | +65.3% | +24.8% |
| 1Y | +42.3% | -35.2% | +77.5% | +25.2% |
| 3Y | -4.4% | -79.9% | +75.5% | -40.6% |
| All | -27.2% | -86.1% | +58.9% | -54.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 5y: compounded portfolio wealth divided by compounded SPXU 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…
5y analysis · Full analysis span regression · 6 months rolling