+31,674.6%
AVGO vs JHX
+871.2%
+30,803.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.5% | +1.5% | -0.2% |
| 7D | +1.0% | -4.9% | +5.9% | +2.5% |
| 30D | -13.3% | -9.3% | -4.0% | -10.9% |
| 3M | -2.9% | +28.1% | -31.0% | -10.8% |
| 6M | +5.7% | +35.2% | -29.5% | -5.3% |
| YTD | +4.6% | +35.9% | -31.2% | -6.9% |
| 1Y | -1.6% | +42.5% | -44.2% | -14.6% |
| 3Y | +336.2% | -4.5% | +340.7% | +299.1% |
| 5Y | +695.6% | -27.1% | +722.7% | +672.5% |
| 10Y | +2,827.6% | +104.2% | +2,723.4% | +1,855.4% |
| All | +31,674.6% | +871.2% | +30,803.4% | +14,043.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling