+104.6%
HUT vs JHX
-27.7%
+132.2%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.0% | +7.8% | +8.2% |
| 7D | +5.4% | -6.3% | +11.7% | +10.2% |
| 30D | +8.6% | -7.7% | +16.4% | +14.8% |
| 3M | -15.2% | +19.2% | -34.4% | -26.2% |
| 6M | +92.9% | +38.3% | +54.6% | +52.7% |
| YTD | +114.6% | +37.2% | +77.4% | +70.6% |
| 1Y | +208.5% | +42.3% | +166.2% | +137.5% |
| 3Y | +821.5% | -4.4% | +825.9% | +629.1% |
| All | +104.6% | -27.7% | +132.2% | +152.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling