+2,938.4%
LIN vs JHX
+2,243.5%
+694.9%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.0% | 0.0% | +0.8% |
| 7D | -2.4% | -6.3% | +3.9% | -1.0% |
| 30D | -2.4% | -7.7% | +5.3% | -0.9% |
| 3M | -9.3% | +19.2% | -28.4% | -12.9% |
| 6M | -2.6% | +38.3% | -40.8% | -10.3% |
| YTD | +10.4% | +37.2% | -26.8% | +1.5% |
| 1Y | -2.3% | +42.3% | -44.6% | -11.4% |
| 3Y | +24.4% | -4.4% | +28.8% | +15.7% |
| 5Y | +60.7% | -26.4% | +87.1% | +55.1% |
| 10Y | +368.5% | +106.3% | +262.3% | +242.2% |
| All | +2,938.4% | +2,243.5% | +694.9% | +1,309.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling