+293.0%
IBKR vs JHX
-4.5%
+297.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.0% | +1.2% | +2.0% |
| 7D | -1.3% | -6.3% | +5.0% | -0.4% |
| 30D | -0.2% | -7.7% | +7.5% | +0.9% |
| 3M | +3.0% | +19.2% | -16.2% | +0.3% |
| 6M | +33.9% | +38.3% | -4.4% | +27.1% |
| YTD | +42.5% | +37.2% | +5.3% | +35.7% |
| 1Y | +44.9% | +42.3% | +2.6% | +37.2% |
| 3Y | +293.0% | -4.4% | +297.4% | +279.6% |
| All | +293.0% | -4.5% | +297.5% | +279.6% |
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