+36.6%
BP vs JHX
+44.7%
-8.1%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +8.3% | -12.5% | -2.5% |
| 7D | -8.4% | +13.3% | -21.7% | -6.0% |
| 30D | +2.2% | +17.1% | -14.9% | +5.5% |
| 3M | +8.8% | +4.1% | +4.7% | +10.1% |
| 6M | -0.5% | +48.5% | -49.0% | +7.2% |
| YTD | +36.2% | +42.3% | -6.1% | +48.5% |
| 1Y | +36.6% | +47.4% | -10.8% | +49.0% |
| All | +36.6% | +44.7% | -8.1% | +49.0% |
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