+383.9%
HWM vs JHX
-4.5%
+388.4%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.2% | +0.6% |
| 7D | -11.4% | -6.3% | -5.1% | -10.5% |
| 30D | -18.5% | -7.7% | -10.7% | -17.4% |
| 3M | -13.2% | +19.2% | -32.4% | -16.1% |
| 6M | -8.7% | +38.3% | -46.9% | -14.3% |
| YTD | +12.2% | +37.2% | -25.0% | +5.4% |
| 1Y | +24.9% | +42.3% | -17.4% | +16.5% |
| 3Y | +383.9% | -4.4% | +388.3% | +336.2% |
| All | +383.9% | -4.5% | +388.4% | +336.2% |
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