+114.9%
TT vs JHX
-5.4%
+120.3%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.5% | +1.5% | -0.6% |
| 7D | -1.0% | -4.9% | +3.9% | -0.1% |
| 30D | -8.9% | -9.3% | +0.4% | -7.4% |
| 3M | -1.8% | +28.1% | -29.9% | -6.0% |
| 6M | +1.9% | +35.2% | -33.3% | -3.7% |
| YTD | +13.8% | +35.9% | -22.0% | +7.5% |
| 1Y | +6.1% | +42.5% | -36.4% | -0.6% |
| All | +114.9% | -5.4% | +120.3% | +98.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling