+327.1%
NET vs JHX
-0.1%
+327.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.6% | -4.5% | -2.4% |
| 7D | -7.0% | +1.5% | -8.5% | -7.2% |
| 30D | -4.8% | +7.2% | -12.0% | -6.0% |
| 3M | +3.8% | +29.9% | -26.1% | -1.3% |
| 6M | +50.0% | +35.4% | +14.7% | +40.3% |
| YTD | +41.5% | +46.5% | -5.0% | +29.7% |
| 1Y | +32.8% | +55.5% | -22.7% | +19.5% |
| All | +327.1% | -0.1% | +327.2% | +326.6% |
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 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