+55.2%
VALE vs JHX
+43.8%
+11.4%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -0.5% |
| 7D | -0.3% | -6.3% | +6.1% | +1.1% |
| 30D | +8.6% | -7.7% | +16.4% | +10.4% |
| 3M | +2.0% | +19.2% | -17.2% | -3.0% |
| 6M | +2.1% | +38.3% | -36.2% | -7.3% |
| YTD | +20.2% | +37.2% | -17.0% | +11.8% |
| 1Y | +55.2% | +42.3% | +12.9% | +43.8% |
| All | +55.2% | +43.8% | +11.4% | +43.8% |
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