+47.4%
JHX vs BLDR
-38.1%
+85.5%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +9.3% | -1.0% | +2.8% |
| 7D | +13.3% | +24.4% | -11.1% | -1.1% |
| 30D | +17.1% | +24.9% | -7.8% | +1.7% |
| 3M | +4.1% | -7.8% | +11.9% | +8.7% |
| 6M | +48.5% | -5.8% | +54.3% | +51.0% |
| YTD | +42.3% | -32.5% | +74.7% | +70.4% |
| 1Y | +47.4% | -36.7% | +84.1% | +79.9% |
| All | +47.4% | -38.1% | +85.5% | +79.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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