+54.5%
USAR vs JHX
+3.3%
+51.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.0% | -4.0% | -3.2% |
| 7D | -11.6% | -6.3% | -5.3% | -10.3% |
| 30D | -15.5% | -7.7% | -7.7% | -13.9% |
| 3M | -31.0% | +19.2% | -50.2% | -33.7% |
| 6M | -26.2% | +38.3% | -64.5% | -31.2% |
| YTD | +30.8% | +37.2% | -6.4% | +22.3% |
| 1Y | +7.1% | +42.3% | -35.2% | -0.3% |
| 3Y | +53.0% | -4.4% | +57.4% | +53.7% |
| All | +54.5% | +3.3% | +51.2% | +55.4% |
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