+1,437.3%
TXN vs JHX
+2,243.5%
-806.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.0% | +2.8% | +3.6% |
| 7D | +4.0% | -6.3% | +10.3% | +5.5% |
| 30D | -2.9% | -7.7% | +4.9% | -1.2% |
| 3M | -9.1% | +19.2% | -28.3% | -12.9% |
| 6M | +36.6% | +38.3% | -1.6% | +25.9% |
| YTD | +57.5% | +37.2% | +20.3% | +45.1% |
| 1Y | +49.5% | +42.3% | +7.3% | +35.9% |
| 3Y | +76.5% | -4.4% | +80.9% | +65.8% |
| 5Y | +62.4% | -26.4% | +88.8% | +58.4% |
| 10Y | +429.7% | +106.3% | +323.4% | +299.9% |
| All | +1,437.3% | +2,243.5% | -806.2% | +831.4% |
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