+47.4%
JHX vs EVRG
+15.1%
+32.3%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +0.9% | +7.4% | +8.0% |
| 7D | +13.3% | +2.3% | +11.0% | +12.5% |
| 30D | +17.1% | +9.0% | +8.1% | +14.0% |
| 3M | +4.1% | +3.7% | +0.4% | +2.9% |
| 6M | +48.5% | +6.8% | +41.7% | +45.9% |
| YTD | +42.3% | +21.9% | +20.3% | +28.8% |
| 1Y | +47.4% | +15.8% | +31.6% | +38.7% |
| All | +47.4% | +15.1% | +32.3% | +38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 EVRG 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