+42.3%
JHX vs GRMN
+21.5%
+20.8%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.2% | -3.3% | -0.8% |
| 7D | -6.3% | +2.4% | -8.7% | -7.3% |
| 30D | -7.7% | -8.5% | +0.7% | -4.3% |
| 3M | +19.2% | +19.5% | -0.3% | +9.4% |
| 6M | +38.3% | +21.2% | +17.1% | +26.2% |
| YTD | +37.2% | +41.0% | -3.8% | +16.8% |
| 1Y | +42.3% | +19.6% | +22.7% | +31.1% |
| All | +42.3% | +21.5% | +20.8% | +31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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