+1,241.9%
TRV vs JHX
+2,220.4%
-978.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.5% | +3.0% | +1.0% |
| 7D | -1.5% | -4.9% | +3.4% | -0.7% |
| 30D | -1.8% | -9.3% | +7.5% | -0.2% |
| 3M | +21.6% | +28.1% | -6.5% | +15.8% |
| 6M | +22.5% | +35.2% | -12.7% | +14.7% |
| YTD | +28.1% | +35.9% | -7.7% | +19.6% |
| 1Y | +37.0% | +42.5% | -5.5% | +26.2% |
| 3Y | +141.9% | -4.5% | +146.4% | +126.9% |
| 5Y | +158.5% | -27.1% | +185.6% | +149.9% |
| 10Y | +297.5% | +104.2% | +193.3% | +202.3% |
| All | +1,241.9% | +2,220.4% | -978.5% | +573.3% |
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 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