+821.5%
HUT vs JHX
-4.5%
+826.0%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.0% | +7.8% | +8.4% |
| 7D | +5.4% | -6.3% | +11.7% | +8.8% |
| 30D | +8.6% | -7.7% | +16.4% | +13.0% |
| 3M | -15.2% | +19.2% | -34.4% | -23.0% |
| 6M | +92.9% | +38.3% | +54.6% | +64.1% |
| YTD | +114.6% | +37.2% | +77.4% | +83.8% |
| 1Y | +208.5% | +42.3% | +166.2% | +160.1% |
| 3Y | +821.5% | -4.4% | +825.9% | +847.2% |
| All | +821.5% | -4.5% | +826.0% | +847.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling