+43.0%
BNY vs JHX
+58.3%
-15.3%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +8.3% | -6.0% | +1.4% |
| 7D | +2.8% | +13.3% | -10.5% | +1.4% |
| 30D | +6.7% | +17.1% | -10.4% | +4.9% |
| 3M | -2.2% | +4.1% | -6.3% | -2.9% |
| 6M | +16.8% | +48.5% | -31.7% | +11.3% |
| YTD | +33.9% | +42.3% | -8.4% | +26.6% |
| All | +43.0% | +58.3% | -15.3% | +33.2% |
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