+59.7%
LIN vs JHX
-24.7%
+84.3%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.2% | +2.8% | +0.1% |
| 7D | -4.0% | +1.6% | -5.5% | -4.2% |
| 30D | -4.9% | -5.0% | +0.1% | -4.3% |
| 3M | -9.2% | +24.5% | -33.6% | -12.4% |
| 6M | -2.6% | +34.9% | -37.5% | -7.6% |
| YTD | +10.5% | +39.3% | -28.8% | +4.0% |
| 1Y | -0.1% | +48.6% | -48.7% | -7.3% |
| 3Y | +25.4% | -2.0% | +27.4% | +16.5% |
| 5Y | +59.7% | -24.4% | +84.1% | +61.6% |
| All | +59.7% | -24.7% | +84.3% | +61.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JHX.
Daily Out/Under-Performance
Portfolio return minus JHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JHX 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 5y: compounded portfolio wealth divided by compounded JHX 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…
5y analysis · Full analysis span regression · 6 months rolling