+433.3%
HUT vs JHX
+81.1%
+352.3%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.2% | -0.4% | -1.7% |
| 7D | +18.9% | +1.6% | +17.3% | +17.9% |
| 30D | +12.0% | -5.0% | +17.0% | +15.5% |
| 3M | -14.9% | +24.5% | -39.3% | -26.5% |
| 6M | +96.8% | +34.9% | +61.9% | +62.8% |
| YTD | +108.8% | +39.3% | +69.5% | +69.6% |
| 1Y | +227.4% | +48.6% | +178.8% | +154.6% |
| 3Y | +760.3% | -2.0% | +762.3% | +636.4% |
| 5Y | +86.1% | -24.4% | +110.5% | +87.4% |
| All | +433.3% | +81.1% | +352.3% | +232.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling