+86.2%
SU vs JHX
+44.7%
+41.4%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +8.3% | -12.8% | -2.7% |
| 7D | -7.1% | +13.3% | -20.4% | -4.4% |
| 30D | +4.8% | +17.1% | -12.4% | +8.6% |
| 3M | +12.5% | +4.1% | +8.4% | +14.2% |
| 6M | +6.5% | +48.5% | -42.0% | +15.6% |
| YTD | +65.8% | +42.3% | +23.5% | +82.9% |
| 1Y | +86.2% | +47.4% | +38.8% | +106.5% |
| All | +86.2% | +44.7% | +41.4% | +106.5% |
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