+517.2%
JHX vs UUUU
-92.5%
+609.7%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -6.3% | +3.8% | -1.8% |
| 7D | -4.9% | -5.0% | +0.2% | -4.3% |
| 30D | -9.3% | -7.8% | -1.5% | -8.6% |
| 3M | +28.1% | -0.4% | +28.5% | +27.7% |
| 6M | +35.2% | -32.9% | +68.1% | +39.7% |
| YTD | +35.9% | -6.3% | +42.1% | +34.1% |
| 1Y | +42.5% | +7.9% | +34.6% | +36.7% |
| 3Y | -4.5% | +85.2% | -89.7% | -16.6% |
| 5Y | -27.1% | +97.0% | -124.1% | -38.9% |
| 10Y | +104.2% | +492.6% | -388.4% | +39.5% |
| All | +517.2% | -92.5% | +609.7% | +298.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling