+120.8%
MPC vs JHX
+43.8%
+77.0%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.1% | +1.1% |
| 7D | +1.8% | -6.3% | +8.1% | +0.7% |
| 30D | +14.0% | -7.7% | +21.7% | +12.6% |
| 3M | +52.2% | +19.2% | +33.1% | +57.4% |
| 6M | +75.8% | +38.3% | +37.5% | +88.3% |
| YTD | +146.3% | +37.2% | +109.1% | +166.4% |
| 1Y | +120.8% | +42.3% | +78.5% | +141.0% |
| All | +120.8% | +43.8% | +77.0% | +141.0% |
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