+121.6%
URI vs JHX
-5.4%
+127.0%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.5% | -1.4% | -3.2% |
| 7D | -0.5% | -4.9% | +4.4% | +0.8% |
| 30D | -13.4% | -9.3% | -4.1% | -11.1% |
| 3M | -6.2% | +28.1% | -34.3% | -12.4% |
| 6M | +28.0% | +35.2% | -7.2% | +17.0% |
| YTD | +23.0% | +35.9% | -12.9% | +12.3% |
| 1Y | +5.5% | +42.5% | -37.0% | -5.3% |
| All | +121.6% | -5.4% | +127.0% | +112.5% |
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