+668.5%
MET vs JHX
+2,220.4%
-1,551.9%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.5% | +3.6% | +1.9% |
| 7D | -2.5% | -4.9% | +2.4% | -1.0% |
| 30D | 0.0% | -9.3% | +9.3% | +2.9% |
| 3M | +13.1% | +28.1% | -15.0% | +3.6% |
| 6M | +39.0% | +35.2% | +3.8% | +23.8% |
| YTD | +25.2% | +35.9% | -10.7% | +10.9% |
| 1Y | +25.6% | +42.5% | -16.9% | +8.9% |
| 3Y | +67.1% | -4.5% | +71.6% | +50.3% |
| 5Y | +85.1% | -27.1% | +112.2% | +76.0% |
| 10Y | +245.5% | +104.2% | +141.2% | +118.9% |
| All | +668.5% | +2,220.4% | -1,551.9% | +129.4% |
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