+3,328.4%
LIN vs JHX
+2,188.3%
+1,140.1%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.5% |
| 7D | +2.1% | -0.2% | +2.3% | +2.1% |
| 30D | +6.8% | +13.1% | -6.3% | +3.8% |
| 3M | +10.4% | -10.0% | +20.4% | +12.4% |
| 6M | +3.2% | +38.9% | -35.8% | -4.8% |
| YTD | +24.6% | +34.0% | -9.4% | +14.7% |
| 1Y | +24.4% | +66.0% | -41.6% | +9.3% |
| 3Y | +36.7% | -6.2% | +43.0% | +27.8% |
| 5Y | +67.0% | -31.6% | +98.6% | +63.5% |
| 10Y | +426.7% | +116.6% | +310.1% | +280.1% |
| All | +3,328.4% | +2,188.3% | +1,140.1% | +1,493.2% |
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