+99.6%
JHX vs SUI
+102.6%
-3.0%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.0% | -1.5% | -2.0% |
| 7D | -4.9% | -4.1% | -0.8% | -2.8% |
| 30D | -9.3% | -3.2% | -6.1% | -7.8% |
| 3M | +28.1% | -8.4% | +36.5% | +33.5% |
| 6M | +35.2% | -14.4% | +49.6% | +45.9% |
| YTD | +35.9% | -5.5% | +41.4% | +39.2% |
| 1Y | +42.5% | -7.3% | +49.9% | +47.2% |
| 3Y | -4.5% | +9.9% | -14.4% | -11.9% |
| 5Y | -27.1% | -31.6% | +4.5% | -14.7% |
| All | +99.6% | +102.6% | -3.0% | +60.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling