+2.6%
HAL vs JHX
+106.3%
-103.7%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -1.0% |
| 7D | -3.3% | -6.3% | +3.0% | -1.1% |
| 30D | +8.2% | -7.7% | +15.9% | +11.0% |
| 3M | -9.4% | +19.2% | -28.6% | -16.1% |
| 6M | +0.6% | +38.3% | -37.6% | -13.8% |
| YTD | +28.6% | +37.2% | -8.6% | +9.9% |
| 1Y | +63.9% | +42.3% | +21.6% | +36.4% |
| 3Y | -7.1% | -4.4% | -2.7% | -20.9% |
| 5Y | +102.3% | -26.4% | +128.7% | +88.9% |
| All | +2.6% | +106.3% | -103.7% | -45.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling