+38.4%
IGV vs JHX
-4.5%
+42.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.7% | +0.2% |
| 7D | -2.9% | -6.3% | +3.4% | -2.0% |
| 30D | -1.5% | -7.7% | +6.2% | -0.4% |
| 3M | +11.7% | +19.2% | -7.5% | +8.9% |
| 6M | +18.4% | +38.3% | -19.8% | +12.5% |
| YTD | -3.9% | +37.2% | -41.1% | -8.9% |
| 1Y | -9.7% | +42.3% | -51.9% | -15.0% |
| 3Y | +38.4% | -4.4% | +42.8% | +34.6% |
| All | +38.4% | -4.5% | +42.9% | +34.6% |
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