+40.3%
BMY vs JHX
+43.8%
-3.5%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.2% | -0.3% |
| 7D | -4.8% | -6.3% | +1.6% | -4.3% |
| 30D | -0.1% | -7.7% | +7.7% | +0.5% |
| 3M | +13.1% | +19.2% | -6.1% | +11.4% |
| 6M | +8.4% | +38.3% | -29.9% | +4.8% |
| YTD | +22.0% | +37.2% | -15.2% | +17.7% |
| 1Y | +40.3% | +42.3% | -2.0% | +33.8% |
| All | +40.3% | +43.8% | -3.5% | +33.8% |
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