-49.8%
USAR vs JHX
+44.7%
-94.5%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +8.3% | -14.1% | -11.6% |
| 7D | -21.8% | +13.3% | -35.0% | -29.2% |
| 30D | -39.9% | +17.1% | -57.1% | -46.9% |
| 3M | -52.5% | +4.1% | -56.6% | -54.2% |
| 6M | -67.9% | +48.5% | -116.4% | -76.7% |
| YTD | -31.1% | +42.3% | -73.4% | -48.9% |
| 1Y | -49.8% | +47.4% | -97.2% | -63.2% |
| All | -49.8% | +44.7% | -94.5% | -63.2% |
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