+55.5%
JHX vs EVRG
+17.4%
+38.1%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.5% | +3.0% | +2.7% |
| 7D | +1.5% | +1.1% | +0.4% | +1.2% |
| 30D | +7.2% | -1.0% | +8.2% | +7.4% |
| 3M | +29.9% | +0.4% | +29.5% | +30.2% |
| 6M | +35.4% | -0.8% | +36.2% | +36.5% |
| YTD | +46.5% | +15.3% | +31.1% | +38.7% |
| 1Y | +55.5% | +17.9% | +37.6% | +50.9% |
| All | +55.5% | +17.4% | +38.1% | +50.9% |
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