+7,358.2%
SHOP vs JHX
+188.5%
+7,169.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -3.2% | -2.3% | -4.0% |
| 7D | -10.6% | +1.6% | -12.2% | -11.2% |
| 30D | -18.3% | -5.0% | -13.3% | -16.4% |
| 3M | +14.8% | +24.5% | -9.6% | +3.4% |
| 6M | -5.0% | +34.9% | -39.9% | -18.9% |
| YTD | -21.2% | +39.3% | -60.6% | -34.4% |
| 1Y | -11.6% | +48.6% | -60.2% | -29.2% |
| 3Y | +101.2% | -2.0% | +103.3% | +73.9% |
| 5Y | -15.7% | -24.4% | +8.7% | -18.9% |
| 10Y | +2,989.4% | +109.4% | +2,880.0% | +1,551.1% |
| All | +7,358.2% | +188.5% | +7,169.7% | +1,987.7% |
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