-46.7%
HUBS vs JHX
+56.2%
-102.9%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +2.6% | -5.5% | -2.9% |
| 7D | -5.0% | +1.5% | -6.6% | -5.0% |
| 30D | -1.0% | +7.2% | -8.2% | -1.0% |
| 3M | +12.4% | +29.9% | -17.6% | +14.1% |
| 6M | -11.1% | +35.4% | -46.5% | -8.5% |
| YTD | -38.3% | +46.5% | -84.8% | -37.8% |
| 1Y | -46.7% | +55.5% | -102.2% | -45.8% |
| All | -46.7% | +56.2% | -102.9% | -45.8% |
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