-0.5%
UNH vs JHX
-27.7%
+27.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.0% | -3.4% | -2.4% |
| 7D | -4.5% | -6.3% | +1.8% | -4.1% |
| 30D | -6.5% | -7.7% | +1.2% | -6.0% |
| 3M | -6.0% | +19.2% | -25.2% | -7.4% |
| 6M | +33.7% | +38.3% | -4.6% | +29.6% |
| YTD | +16.4% | +37.2% | -20.8% | +13.0% |
| 1Y | +10.1% | +42.3% | -32.2% | +6.6% |
| 3Y | -16.3% | -4.4% | -11.9% | -18.9% |
| All | -0.5% | -27.7% | +27.2% | +6.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling