+43.2%
TER vs JHX
+44.7%
-1.5%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +8.3% | -15.1% | -10.9% |
| 7D | -19.9% | +13.3% | -33.1% | -25.5% |
| 30D | -43.5% | +17.1% | -60.7% | -48.6% |
| 3M | -37.8% | +4.1% | -41.9% | -39.9% |
| 6M | -25.6% | +48.5% | -74.1% | -44.6% |
| YTD | +29.8% | +42.3% | -12.4% | +4.5% |
| 1Y | +43.2% | +47.4% | -4.2% | +15.0% |
| All | +43.2% | +44.7% | -1.5% | +15.0% |
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