-0.3%
SPOT vs JHX
+44.7%
-45.0%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +8.3% | -3.7% | +4.1% |
| 7D | +16.6% | +13.3% | +3.3% | +15.8% |
| 30D | +29.9% | +17.1% | +12.8% | +28.9% |
| 3M | +31.3% | +4.1% | +27.2% | +30.5% |
| 6M | +43.2% | +48.5% | -5.3% | +40.9% |
| YTD | +8.1% | +42.3% | -34.2% | +8.2% |
| 1Y | -0.3% | +47.4% | -47.7% | -0.7% |
| All | -0.3% | +44.7% | -45.0% | -0.7% |
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 · 6 months rolling