+5.0%
UAL vs JHX
+56.2%
-51.2%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.6% | -0.1% | +1.1% |
| 7D | +0.7% | +1.5% | -0.8% | -0.2% |
| 30D | -16.1% | +7.2% | -23.3% | -19.5% |
| 3M | +6.1% | +29.9% | -23.8% | -9.0% |
| 6M | +10.8% | +35.4% | -24.5% | -10.5% |
| YTD | -0.4% | +46.5% | -46.9% | -19.9% |
| 1Y | +5.0% | +55.5% | -50.5% | -16.0% |
| All | +5.0% | +56.2% | -51.2% | -16.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling