+1.2%
JHX vs SUI
+12.1%
-10.9%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.5% | -0.2% | -1.1% |
| 7D | +4.5% | -3.1% | +7.6% | +5.9% |
| 30D | -1.2% | -2.3% | +1.1% | -0.3% |
| 3M | +32.8% | -2.8% | +35.6% | +33.8% |
| 6M | +41.2% | -12.4% | +53.5% | +49.0% |
| YTD | +43.9% | -3.3% | +47.2% | +45.4% |
| 1Y | +48.0% | -5.8% | +53.9% | +51.0% |
| 3Y | +1.2% | +12.5% | -11.3% | -7.2% |
| All | +1.2% | +12.1% | -10.9% | -7.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling