+23.6%
JHX vs SUNB
+12.2%
+11.4%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -3.3% | +11.6% | +9.6% |
| 7D | +13.3% | -2.6% | +15.9% | +14.3% |
| 30D | +17.1% | +4.3% | +12.8% | +14.9% |
| 3M | +4.1% | +0.8% | +3.3% | +3.6% |
| 6M | +48.5% | +9.2% | +39.3% | +41.3% |
| All | +23.6% | +12.2% | +11.4% | +12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SUNB.
Daily Out/Under-Performance
Portfolio return minus SUNB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUNB 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 1y: compounded portfolio wealth divided by compounded SUNB 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…
1y analysis · Full analysis span regression · 6 months rolling