+55.5%
JHX vs TRI
-38.3%
+93.8%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -5.4% | +8.0% | +2.8% |
| 7D | +1.5% | -0.5% | +2.1% | +1.5% |
| 30D | +7.2% | +7.9% | -0.7% | +6.9% |
| 3M | +29.9% | +24.1% | +5.9% | +29.5% |
| 6M | +35.4% | +3.8% | +31.5% | +37.5% |
| YTD | +46.5% | -16.9% | +63.3% | +63.3% |
| 1Y | +55.5% | -38.4% | +93.9% | +79.4% |
| All | +55.5% | -38.3% | +93.8% | +79.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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