-55.9%
HUBS vs JHX
+53.7%
-109.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.9% | -2.5% | -5.3% |
| 7D | -14.4% | +6.4% | -20.8% | -14.6% |
| 30D | -5.6% | +12.3% | -17.8% | -6.1% |
| 3M | -18.1% | +1.1% | -19.1% | -18.4% |
| 6M | -16.7% | +42.2% | -58.9% | -14.3% |
| YTD | -48.9% | +38.1% | -87.0% | -49.8% |
| 1Y | -55.9% | +54.9% | -110.8% | -60.0% |
| All | -55.9% | +53.7% | -109.6% | -60.0% |
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