+145.2%
TE vs JHX
+43.8%
+101.4%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.3% | +0.2% |
| 7D | +0.2% | -6.3% | +6.5% | +3.1% |
| 30D | -5.9% | -7.7% | +1.8% | -2.6% |
| 3M | -45.6% | +19.2% | -64.7% | -49.4% |
| 6M | -43.4% | +38.3% | -81.6% | -49.7% |
| YTD | -31.0% | +37.2% | -68.2% | -37.6% |
| 1Y | +145.2% | +42.3% | +102.9% | +139.9% |
| All | +145.2% | +43.8% | +101.4% | +139.9% |
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