+157.1%
HBAN vs JHX
+2,243.5%
-2,086.4%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | +0.5% |
| 7D | -1.0% | -6.3% | +5.3% | +1.1% |
| 30D | -5.6% | -7.7% | +2.1% | -3.3% |
| 3M | -1.1% | +19.2% | -20.3% | -7.3% |
| 6M | +9.9% | +38.3% | -28.4% | -2.8% |
| YTD | -0.9% | +37.2% | -38.2% | -12.7% |
| 1Y | -1.4% | +42.3% | -43.7% | -14.7% |
| 3Y | +78.2% | -4.4% | +82.6% | +61.1% |
| 5Y | +37.0% | -26.4% | +63.4% | +31.4% |
| 10Y | +158.9% | +106.3% | +52.7% | +63.6% |
| All | +157.1% | +2,243.5% | -2,086.4% | -21.9% |
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