-7.5%
IGV vs JHX
+44.7%
-52.2%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +8.3% | -7.4% | +0.1% |
| 7D | -7.5% | +13.3% | -20.7% | -8.6% |
| 30D | -5.6% | +17.1% | -22.8% | -7.2% |
| 3M | +1.5% | +4.1% | -2.6% | +1.0% |
| 6M | +17.1% | +48.5% | -31.4% | +13.7% |
| YTD | -2.0% | +42.3% | -44.3% | -5.1% |
| 1Y | -7.5% | +47.4% | -54.9% | -10.8% |
| All | -7.5% | +44.7% | -52.2% | -10.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling