+2,279.7%
JHX vs TECH
+1,092.3%
+1,187.4%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.1% | -3.1% | -3.2% |
| 7D | +1.6% | -0.1% | +1.7% | +1.6% |
| 30D | -5.0% | +0.3% | -5.3% | -5.1% |
| 3M | +24.5% | +32.9% | -8.5% | +13.0% |
| 6M | +34.9% | +32.1% | +2.8% | +20.9% |
| YTD | +39.3% | +23.4% | +15.9% | +27.1% |
| 1Y | +48.6% | +34.1% | +14.5% | +31.1% |
| 3Y | -2.0% | +2.2% | -4.2% | -8.2% |
| 5Y | -24.4% | -41.8% | +17.4% | -17.4% |
| 10Y | +109.4% | +188.9% | -79.5% | +43.3% |
| All | +2,279.7% | +1,092.3% | +1,187.4% | +1,279.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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