+2,188.3%
JHX vs SUI
+1,258.8%
+929.5%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | -0.1% | +0.5% |
| 7D | -0.2% | -1.5% | +1.3% | +0.5% |
| 30D | +13.1% | +3.7% | +9.4% | +11.4% |
| 3M | -10.0% | -0.4% | -9.6% | -9.9% |
| 6M | +38.9% | -2.8% | +41.7% | +40.1% |
| YTD | +34.0% | -1.6% | +35.6% | +34.4% |
| 1Y | +66.0% | -2.1% | +68.0% | +66.8% |
| 3Y | -6.2% | +18.5% | -24.7% | -14.3% |
| 5Y | -31.6% | -26.5% | -5.1% | -24.8% |
| 10Y | +116.6% | +121.6% | -5.0% | +52.0% |
| All | +2,188.3% | +1,258.8% | +929.5% | +636.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling