+1,544.1%
SU vs JHX
+2,243.5%
-699.4%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.1% | -0.5% |
| 7D | +2.2% | -6.3% | +8.5% | +4.3% |
| 30D | +8.4% | -7.7% | +16.2% | +10.9% |
| 3M | +12.1% | +19.2% | -7.1% | +4.6% |
| 6M | +19.7% | +38.3% | -18.6% | +3.8% |
| YTD | +58.4% | +37.2% | +21.2% | +37.0% |
| 1Y | +67.2% | +42.3% | +25.0% | +41.2% |
| 3Y | +125.0% | -4.4% | +129.4% | +95.3% |
| 5Y | +355.1% | -26.4% | +381.4% | +318.6% |
| 10Y | +263.7% | +106.3% | +157.4% | +118.3% |
| All | +1,544.1% | +2,243.5% | -699.4% | +352.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling