+309.8%
BE vs JHX
+43.8%
+266.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.0% | +5.7% | +6.3% |
| 7D | +9.0% | -6.3% | +15.4% | +11.5% |
| 30D | +16.3% | -7.7% | +24.0% | +19.5% |
| 3M | +10.8% | +19.2% | -8.4% | +2.9% |
| 6M | +73.2% | +38.3% | +34.9% | +48.0% |
| YTD | +217.4% | +37.2% | +180.2% | +172.5% |
| 1Y | +309.8% | +42.3% | +267.5% | +242.9% |
| All | +309.8% | +43.8% | +266.0% | +242.9% |
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