+755.1%
TEAM vs JHX
+182.2%
+572.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.5% | +3.5% | +1.8% |
| 7D | -7.8% | -4.9% | -2.9% | -6.4% |
| 30D | +16.5% | -9.3% | +25.8% | +19.8% |
| 3M | +96.2% | +28.1% | +68.1% | +82.4% |
| 6M | +130.2% | +35.2% | +95.0% | +107.4% |
| YTD | +10.7% | +35.9% | -25.1% | -1.1% |
| 1Y | +3.0% | +42.5% | -39.5% | -10.0% |
| 3Y | -13.1% | -4.5% | -8.6% | -21.3% |
| 5Y | -52.7% | -27.1% | -25.6% | -55.1% |
| 10Y | +509.1% | +104.2% | +404.9% | +298.9% |
| All | +755.1% | +182.2% | +572.9% | +368.6% |
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