+7.5%
SYY vs JHX
+44.7%
-37.2%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +8.3% | -4.5% | +2.5% |
| 7D | -6.3% | +13.3% | -19.6% | -8.0% |
| 30D | +0.7% | +17.1% | -16.4% | -1.6% |
| 3M | -7.1% | +4.1% | -11.2% | -7.9% |
| 6M | +6.8% | +48.5% | -41.6% | -0.5% |
| YTD | +6.7% | +42.3% | -35.6% | -1.6% |
| 1Y | +7.5% | +47.4% | -39.8% | -1.3% |
| All | +7.5% | +44.7% | -37.2% | -1.3% |
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