+2,357.9%
JHX vs GEN
+1,142.0%
+1,215.9%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.7% | +1.0% | -1.1% |
| 7D | +4.5% | -0.7% | +5.2% | +4.7% |
| 30D | -1.2% | +2.6% | -3.9% | -2.0% |
| 3M | +32.8% | +15.8% | +17.0% | +27.7% |
| 6M | +41.2% | +33.1% | +8.0% | +30.4% |
| YTD | +43.9% | +11.3% | +32.6% | +38.7% |
| 1Y | +48.0% | +1.7% | +46.4% | +45.9% |
| 3Y | +1.2% | +58.1% | -57.0% | -11.5% |
| 5Y | -22.6% | +20.6% | -43.2% | -29.0% |
| 10Y | +111.5% | +149.0% | -37.5% | +53.1% |
| All | +2,357.9% | +1,142.0% | +1,215.9% | +1,404.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling