+338.3%
SU vs JHX
-27.7%
+366.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.1% | -0.2% |
| 7D | +2.2% | -6.3% | +8.5% | +2.9% |
| 30D | +8.4% | -7.7% | +16.2% | +9.3% |
| 3M | +12.1% | +19.2% | -7.1% | +9.4% |
| 6M | +19.7% | +38.3% | -18.6% | +13.7% |
| YTD | +58.4% | +37.2% | +21.2% | +50.4% |
| 1Y | +67.2% | +42.3% | +25.0% | +57.0% |
| 3Y | +125.0% | -4.4% | +129.4% | +110.5% |
| All | +338.3% | -27.7% | +366.0% | +349.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling