+9.0%
HCA vs JHX
+44.7%
-35.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +8.3% | +2.0% | +9.2% |
| 7D | +10.2% | +13.3% | -3.0% | +8.6% |
| 30D | +17.4% | +17.1% | +0.3% | +15.2% |
| 3M | +27.7% | +4.1% | +23.6% | +26.5% |
| 6M | +20.0% | +48.5% | -28.5% | +14.5% |
| YTD | +10.0% | +42.3% | -32.3% | +4.6% |
| 1Y | +9.0% | +47.4% | -38.4% | +4.0% |
| All | +9.0% | +44.7% | -35.7% | +4.0% |
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 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