-71.4%
OPEN vs JHX
+44.7%
-116.1%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +8.3% | +5.5% | +9.2% |
| 7D | +3.7% | +13.3% | -9.6% | -2.9% |
| 30D | -14.3% | +17.1% | -31.4% | -21.0% |
| 3M | -51.9% | +4.1% | -56.0% | -52.9% |
| 6M | -61.4% | +48.5% | -109.9% | -67.6% |
| YTD | -66.0% | +42.3% | -108.3% | -70.6% |
| 1Y | -71.4% | +47.4% | -118.8% | -75.1% |
| All | -71.4% | +44.7% | -116.1% | -75.1% |
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