+1,103.3%
RSP vs JHX
+1,139.9%
-36.6%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.2% | +2.2% | -0.2% |
| 7D | -1.8% | +1.6% | -3.4% | -2.2% |
| 30D | -2.5% | -5.0% | +2.5% | -1.4% |
| 3M | +3.0% | +24.5% | -21.4% | -2.8% |
| 6M | +8.9% | +34.9% | -26.0% | 0.0% |
| YTD | +13.0% | +39.3% | -26.4% | +2.6% |
| 1Y | +16.2% | +48.6% | -32.3% | +3.3% |
| 3Y | +52.7% | -2.0% | +54.7% | +40.6% |
| 5Y | +50.5% | -24.4% | +74.9% | +44.3% |
| 10Y | +209.8% | +109.4% | +100.4% | +118.3% |
| All | +1,103.3% | +1,139.9% | -36.6% | +409.4% |
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