+2,775.5%
UNH vs JHX
+2,243.5%
+532.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.0% | -3.4% | -2.5% |
| 7D | -4.5% | -6.3% | +1.8% | -3.5% |
| 30D | -6.5% | -7.7% | +1.2% | -5.3% |
| 3M | -6.0% | +19.2% | -25.2% | -9.1% |
| 6M | +33.7% | +38.3% | -4.6% | +25.0% |
| YTD | +16.4% | +37.2% | -20.8% | +8.9% |
| 1Y | +10.1% | +42.3% | -32.2% | +2.1% |
| 3Y | -16.3% | -4.4% | -11.9% | -21.3% |
| 5Y | +2.1% | -26.4% | +28.5% | -1.2% |
| 10Y | +233.1% | +106.3% | +126.8% | +152.4% |
| All | +2,775.5% | +2,243.5% | +532.0% | +1,215.1% |
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