+232.7%
LITE vs JHX
+44.7%
+188.0%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +8.3% | -16.1% | -7.7% |
| 7D | -31.4% | +13.3% | -44.7% | -31.4% |
| 30D | -42.6% | +17.1% | -59.7% | -42.7% |
| 3M | -26.2% | +4.1% | -30.3% | -25.9% |
| 6M | -35.8% | +48.5% | -84.3% | -35.1% |
| YTD | +70.0% | +42.3% | +27.8% | +74.5% |
| 1Y | +232.7% | +47.4% | +185.4% | +250.6% |
| All | +232.7% | +44.7% | +188.0% | +250.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling