+62.0%
PSX vs JHX
+39.5%
+22.5%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.2% | +3.8% | -0.3% |
| 7D | +1.8% | +1.6% | +0.3% | +2.3% |
| 30D | +21.6% | -5.0% | +26.6% | +20.1% |
| 3M | +46.5% | +24.5% | +22.0% | +57.4% |
| 6M | +62.0% | +34.9% | +27.1% | +82.3% |
| All | +62.0% | +39.5% | +22.5% | +82.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling