+36.5%
EQIX vs JHX
-27.7%
+64.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.0% | +0.4% | +1.2% |
| 7D | +0.2% | -6.3% | +6.5% | +1.3% |
| 30D | -2.5% | -7.7% | +5.3% | -1.2% |
| 3M | 0.0% | +19.2% | -19.2% | -3.5% |
| 6M | +7.6% | +38.3% | -30.6% | +0.5% |
| YTD | +37.5% | +37.2% | +0.3% | +28.2% |
| 1Y | +32.9% | +42.3% | -9.4% | +22.6% |
| 3Y | +42.8% | -4.4% | +47.2% | +31.9% |
| All | +36.5% | -27.7% | +64.2% | +25.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling