-72.2%
OPEN vs JHX
+64.4%
-136.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.2% | +0.9% | -0.2% |
| 7D | -2.9% | +1.6% | -4.5% | -4.0% |
| 30D | -13.8% | -5.0% | -8.8% | -10.7% |
| 3M | -30.9% | +24.5% | -55.3% | -40.9% |
| 6M | -40.9% | +34.9% | -75.8% | -53.2% |
| YTD | -48.5% | +39.3% | -87.9% | -60.0% |
| 1Y | -50.9% | +48.6% | -99.5% | -64.3% |
| 3Y | -20.6% | -2.0% | -18.6% | -33.4% |
| 5Y | -84.2% | -24.4% | -59.8% | -85.6% |
| All | -72.2% | +64.4% | -136.7% | -80.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling