-2.7%
SMCI vs JHX
+56.2%
-59.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.6% | +2.0% | +3.0% |
| 7D | +6.8% | +1.5% | +5.2% | +5.8% |
| 30D | +30.6% | +7.2% | +23.4% | +25.0% |
| 3M | -15.6% | +29.9% | -45.5% | -28.4% |
| 6M | +21.3% | +35.4% | -14.1% | -2.6% |
| YTD | +35.3% | +46.5% | -11.2% | +5.1% |
| 1Y | -2.7% | +55.5% | -58.3% | -25.8% |
| All | -2.7% | +56.2% | -59.0% | -25.8% |
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