+21.3%
HPQ vs JHX
+44.7%
-23.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +8.3% | -2.4% | +5.1% |
| 7D | -7.8% | +13.3% | -21.0% | -8.7% |
| 30D | -4.9% | +17.1% | -22.0% | -6.2% |
| 3M | +4.9% | +4.1% | +0.8% | +4.3% |
| 6M | +47.1% | +48.5% | -1.4% | +41.6% |
| YTD | +39.5% | +42.3% | -2.7% | +33.8% |
| 1Y | +21.3% | +47.4% | -26.1% | +15.8% |
| All | +21.3% | +44.7% | -23.4% | +15.8% |
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