+72.4%
UBER vs JHX
+136.4%
-64.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.0% | -2.2% | -1.6% |
| 7D | -5.4% | -6.3% | +0.9% | -3.2% |
| 30D | -4.9% | -7.7% | +2.8% | -2.2% |
| 3M | +3.0% | +19.2% | -16.1% | -3.6% |
| 6M | -4.4% | +38.3% | -42.7% | -16.3% |
| YTD | -12.3% | +37.2% | -49.5% | -23.7% |
| 1Y | -24.3% | +42.3% | -66.6% | -35.8% |
| 3Y | +46.4% | -4.4% | +50.8% | +27.8% |
| 5Y | +79.7% | -26.4% | +106.0% | +73.7% |
| All | +72.4% | +136.4% | -64.0% | +2.3% |
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