+260.6%
SNDU vs JHX
+48.8%
+211.9%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | +2.6% | +21.1% | +20.9% |
| 7D | +35.2% | +1.5% | +33.6% | +33.3% |
| 30D | +50.8% | +7.2% | +43.7% | +38.9% |
| 3M | -43.2% | +29.9% | -73.1% | -58.3% |
| All | +260.6% | +48.8% | +211.9% | +115.7% |
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 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 · Available span rolling