+159.7%
TRV vs JHX
-27.7%
+187.3%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.0% | +1.1% | +2.0% |
| 7D | +1.9% | -6.3% | +8.2% | +2.4% |
| 30D | +1.7% | -7.7% | +9.5% | +2.3% |
| 3M | +23.9% | +19.2% | +4.7% | +22.0% |
| 6M | +26.3% | +38.3% | -12.0% | +22.4% |
| YTD | +30.8% | +37.2% | -6.4% | +26.7% |
| 1Y | +36.3% | +42.3% | -6.0% | +31.4% |
| 3Y | +145.0% | -4.4% | +149.4% | +136.9% |
| All | +159.7% | -27.7% | +187.3% | +166.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling