+265.1%
MU vs JHX
+44.7%
+220.4%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +8.3% | -15.3% | -9.8% |
| 7D | -19.1% | +13.3% | -32.4% | -23.1% |
| 30D | -25.2% | +17.1% | -42.4% | -30.2% |
| 3M | -10.9% | +4.1% | -15.0% | -12.7% |
| 6M | +38.0% | +48.5% | -10.5% | +15.7% |
| YTD | +178.8% | +42.3% | +136.6% | +145.7% |
| 1Y | +265.1% | +47.4% | +217.8% | +225.5% |
| All | +265.1% | +44.7% | +220.4% | +225.5% |
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