+289.9%
BNY vs JHX
-4.5%
+294.3%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | -0.1% |
| 7D | -1.3% | -6.3% | +5.0% | -0.6% |
| 30D | -0.2% | -7.7% | +7.6% | +0.7% |
| 3M | +14.9% | +19.2% | -4.2% | +12.2% |
| 6M | +40.0% | +38.3% | +1.7% | +33.5% |
| YTD | +42.0% | +37.2% | +4.8% | +35.2% |
| 1Y | +56.9% | +42.3% | +14.6% | +48.3% |
| 3Y | +289.9% | -4.4% | +294.3% | +273.9% |
| All | +289.9% | -4.5% | +294.3% | +273.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling