+101.6%
JHX vs UUUU
+465.5%
-363.9%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -5.0% | +6.0% | +1.7% |
| 7D | -6.3% | -10.5% | +4.2% | -4.8% |
| 30D | -7.7% | -10.5% | +2.8% | -6.4% |
| 3M | +19.2% | -14.1% | +33.3% | +21.1% |
| 6M | +38.3% | -35.5% | +73.7% | +45.2% |
| YTD | +37.2% | -10.9% | +48.1% | +35.5% |
| 1Y | +42.3% | +3.4% | +38.9% | +34.7% |
| 3Y | -4.4% | +73.1% | -77.5% | -20.9% |
| 5Y | -26.4% | +87.1% | -113.5% | -43.0% |
| All | +101.6% | +465.5% | -363.9% | +13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling