-27.2%
JHX vs BBIO
+42.7%
-69.9%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.1% | +1.0% |
| 7D | -6.3% | -3.2% | -3.1% | -6.0% |
| 30D | -7.7% | -13.6% | +5.9% | -6.5% |
| 3M | +19.2% | +7.2% | +11.9% | +18.1% |
| 6M | +38.3% | +1.5% | +36.8% | +37.7% |
| YTD | +37.2% | -5.3% | +42.5% | +37.1% |
| 1Y | +42.3% | +37.7% | +4.6% | +36.9% |
| 3Y | -4.4% | +153.9% | -158.3% | -14.4% |
| All | -27.2% | +42.7% | -69.9% | -42.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 5y: compounded portfolio wealth divided by compounded BBIO 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…
5y analysis · Full analysis span regression · 6 months rolling