+57.4%
MAR vs JHX
+44.7%
+12.7%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +8.3% | -6.3% | +0.1% |
| 7D | +7.7% | +13.3% | -5.6% | +4.6% |
| 30D | +19.4% | +17.1% | +2.2% | +15.0% |
| 3M | +23.3% | +4.1% | +19.2% | +21.6% |
| 6M | +22.8% | +48.5% | -25.6% | +8.3% |
| YTD | +37.8% | +42.3% | -4.5% | +23.3% |
| 1Y | +57.4% | +47.4% | +10.0% | +40.2% |
| All | +57.4% | +44.7% | +12.7% | +40.2% |
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 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