+15.6%
U vs JHX
-4.5%
+20.1%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.0% | +3.5% | +4.2% |
| 7D | +5.5% | -6.3% | +11.8% | +7.3% |
| 30D | -1.3% | -7.7% | +6.5% | +0.7% |
| 3M | +64.6% | +19.2% | +45.4% | +57.1% |
| 6M | +119.4% | +38.3% | +81.1% | +100.1% |
| YTD | -0.5% | +37.2% | -37.7% | -9.6% |
| 1Y | +1.3% | +42.3% | -41.0% | -9.9% |
| 3Y | +15.6% | -4.4% | +20.0% | +13.9% |
| All | +15.6% | -4.5% | +20.1% | +13.9% |
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