+57.9%
BNY vs JHX
+43.9%
+14.0%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.2% | +3.0% | +0.1% |
| 7D | +0.3% | +1.6% | -1.3% | +0.2% |
| 30D | +1.9% | -5.0% | +6.9% | +2.4% |
| 3M | +13.9% | +24.5% | -10.6% | +11.2% |
| 6M | +42.3% | +34.9% | +7.4% | +36.7% |
| YTD | +41.8% | +39.3% | +2.5% | +35.6% |
| 1Y | +57.9% | +48.6% | +9.4% | +51.2% |
| All | +57.9% | +43.9% | +14.0% | +51.2% |
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