+55.5%
JHX vs GEN
+5.4%
+50.1%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.2% | +4.7% | +3.1% |
| 7D | +1.5% | -1.2% | +2.7% | +1.8% |
| 30D | +7.2% | +10.1% | -3.0% | +4.5% |
| 3M | +29.9% | +16.1% | +13.8% | +25.0% |
| 6M | +35.4% | +38.9% | -3.5% | +25.5% |
| YTD | +46.5% | +14.4% | +32.0% | +47.3% |
| 1Y | +55.5% | +5.9% | +49.7% | +48.1% |
| All | +55.5% | +5.4% | +50.1% | +48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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