+1,311.3%
MU vs JHX
-5.4%
+1,316.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.5% | -2.4% | -4.1% |
| 7D | +2.0% | -4.9% | +6.9% | +3.7% |
| 30D | +12.5% | -9.3% | +21.8% | +16.2% |
| 3M | +9.6% | +28.1% | -18.5% | +0.7% |
| 6M | +142.6% | +35.2% | +107.4% | +118.5% |
| YTD | +242.7% | +35.9% | +206.8% | +208.9% |
| 1Y | +599.3% | +42.5% | +556.8% | +516.7% |
| All | +1,311.3% | -5.4% | +1,316.7% | +1,219.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling