+18.7%
HOOD vs JHX
+56.2%
-37.6%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.6% | -4.7% | -3.0% |
| 7D | +17.1% | +1.5% | +15.6% | +16.5% |
| 30D | +31.6% | +7.2% | +24.4% | +28.8% |
| 3M | +38.2% | +29.9% | +8.3% | +26.3% |
| 6M | +48.5% | +35.4% | +13.2% | +30.9% |
| YTD | +8.0% | +46.5% | -38.5% | -6.3% |
| 1Y | +18.7% | +55.5% | -36.9% | +4.7% |
| All | +18.7% | +56.2% | -37.6% | +4.7% |
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