+54.9%
JHX vs BBY
+31.8%
+23.2%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.9% | -1.0% | -2.3% |
| 7D | +6.4% | -1.0% | +7.4% | +6.5% |
| 30D | +12.3% | +17.1% | -4.9% | +7.5% |
| 3M | +1.1% | +18.9% | -17.8% | -3.8% |
| 6M | +42.2% | +77.7% | -35.5% | +21.1% |
| YTD | +38.1% | +54.4% | -16.3% | +22.1% |
| 1Y | +54.9% | +29.4% | +25.5% | +54.2% |
| All | +54.9% | +31.8% | +23.2% | +54.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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