-8.5%
EQT vs JHX
+53.7%
-62.2%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.9% | -0.7% | -3.8% |
| 7D | -6.9% | +6.4% | -13.3% | -6.4% |
| 30D | -3.2% | +12.3% | -15.5% | -2.4% |
| 3M | -0.9% | +1.1% | -1.9% | -0.7% |
| 6M | -13.0% | +42.2% | -55.2% | -10.0% |
| YTD | -4.4% | +38.1% | -42.5% | +0.1% |
| 1Y | -8.5% | +54.9% | -63.4% | -4.3% |
| All | -8.5% | +53.7% | -62.2% | -4.3% |
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