+355.1%
HAL vs JHX
+2,279.7%
-1,924.6%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.2% | +4.1% | +1.9% |
| 7D | -1.3% | +1.6% | -2.9% | -1.9% |
| 30D | +10.9% | -5.0% | +15.9% | +12.5% |
| 3M | -5.8% | +24.5% | -30.3% | -13.7% |
| 6M | +8.1% | +34.9% | -26.8% | -5.4% |
| YTD | +33.2% | +39.3% | -6.1% | +14.9% |
| 1Y | +74.2% | +48.6% | +25.6% | +45.4% |
| 3Y | -3.7% | -2.0% | -1.7% | -15.8% |
| 5Y | +111.9% | -24.4% | +136.3% | +96.8% |
| 10Y | +7.4% | +109.4% | -102.0% | -32.0% |
| All | +355.1% | +2,279.7% | -1,924.6% | +43.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling