-6.8%
AVGO vs JHX
+44.7%
-51.5%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +8.3% | -10.3% | -3.1% |
| 7D | -7.5% | +13.3% | -20.8% | -9.1% |
| 30D | -10.2% | +17.1% | -27.4% | -12.3% |
| 3M | -22.0% | +4.1% | -26.1% | -22.6% |
| 6M | -21.6% | +48.5% | -70.1% | -27.4% |
| YTD | -5.4% | +42.3% | -47.7% | -13.6% |
| 1Y | -6.8% | +47.4% | -54.2% | -15.0% |
| All | -6.8% | +44.7% | -51.5% | -15.0% |
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