+2,243.5%
JHX vs BBY
+613.8%
+1,629.7%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.1% | -2.1% | +0.3% |
| 7D | -6.3% | +0.6% | -6.9% | -6.4% |
| 30D | -7.7% | +9.4% | -17.1% | -9.9% |
| 3M | +19.2% | +19.3% | -0.2% | +13.9% |
| 6M | +38.3% | +47.9% | -9.6% | +24.9% |
| YTD | +37.2% | +39.6% | -2.4% | +25.3% |
| 1Y | +42.3% | +22.2% | +20.1% | +33.8% |
| 3Y | -4.4% | +45.0% | -49.4% | -15.1% |
| 5Y | -26.4% | +2.6% | -28.9% | -30.7% |
| 10Y | +106.3% | +250.5% | -144.2% | +45.6% |
| All | +2,243.5% | +613.8% | +1,629.7% | +1,409.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling