+898.7%
EWZ vs JHX
+2,357.9%
-1,459.3%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.7% | +3.7% | +2.6% |
| 7D | +5.6% | +4.5% | +1.1% | +3.9% |
| 30D | +9.3% | -1.2% | +10.5% | +9.5% |
| 3M | +15.7% | +32.8% | -17.1% | +4.0% |
| 6M | +7.4% | +41.2% | -33.7% | -6.2% |
| YTD | +22.7% | +43.9% | -21.2% | +6.1% |
| 1Y | +36.4% | +48.0% | -11.7% | +15.3% |
| 3Y | +50.4% | +1.2% | +49.2% | +30.9% |
| 5Y | +67.6% | -22.6% | +90.2% | +53.8% |
| 10Y | +84.1% | +111.5% | -27.4% | +9.2% |
| All | +898.7% | +2,357.9% | -1,459.3% | +214.0% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling