-2.8%
JHX vs BIYA
-99.8%
+97.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.2% | +3.2% | +1.0% |
| 7D | -6.3% | -1.8% | -4.5% | -6.3% |
| 30D | -7.7% | -17.5% | +9.7% | -7.9% |
| 3M | +19.2% | -78.0% | +97.2% | +19.0% |
| 6M | +38.3% | -89.5% | +127.7% | +39.0% |
| YTD | +37.2% | -94.3% | +131.5% | +38.1% |
| 1Y | +42.3% | -98.6% | +140.9% | +48.4% |
| All | -2.8% | -99.8% | +97.0% | +4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 BIYA 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