+35.6%
ELV vs JHX
+43.8%
-8.2%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.5% | +0.5% |
| 7D | +3.2% | -6.3% | +9.5% | +3.6% |
| 30D | +5.4% | -7.7% | +13.1% | +5.8% |
| 3M | +5.4% | +19.2% | -13.8% | +3.6% |
| 6M | +45.7% | +38.3% | +7.4% | +39.6% |
| YTD | +21.2% | +37.2% | -16.0% | +17.4% |
| 1Y | +35.6% | +42.3% | -6.7% | +31.4% |
| All | +35.6% | +43.8% | -8.2% | +31.4% |
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