+1,131.4%
MPC vs JHX
+106.3%
+1,025.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.1% | +0.6% |
| 7D | +1.8% | -6.3% | +8.1% | +3.7% |
| 30D | +14.0% | -7.7% | +21.7% | +16.5% |
| 3M | +52.2% | +19.2% | +33.1% | +42.9% |
| 6M | +75.8% | +38.3% | +37.5% | +53.8% |
| YTD | +146.3% | +37.2% | +109.1% | +114.7% |
| 1Y | +120.8% | +42.3% | +78.5% | +87.8% |
| 3Y | +172.6% | -4.4% | +177.0% | +135.2% |
| 5Y | +678.2% | -26.4% | +704.6% | +631.7% |
| All | +1,131.4% | +106.3% | +1,025.2% | +543.6% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling