-56.4%
MSTR vs JHX
+56.2%
-112.7%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.6% | -4.0% | -2.1% |
| 7D | +12.2% | +1.5% | +10.6% | +11.7% |
| 30D | +45.2% | +7.2% | +38.0% | +42.5% |
| 3M | +10.4% | +29.9% | -19.5% | +2.8% |
| 6M | -2.5% | +35.4% | -37.9% | -12.5% |
| YTD | -6.0% | +46.5% | -52.5% | -16.2% |
| 1Y | -56.4% | +55.5% | -111.9% | -61.2% |
| All | -56.4% | +56.2% | -112.7% | -61.2% |
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