+66.0%
JHX vs HAS
+58.1%
+7.9%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.6% | +1.1% |
| 7D | -0.2% | +1.4% | -1.6% | -0.6% |
| 30D | +13.1% | +26.3% | -13.2% | +5.1% |
| 3M | -10.0% | +25.6% | -35.6% | -16.2% |
| 6M | +38.9% | +30.3% | +8.7% | +25.5% |
| YTD | +34.0% | +50.4% | -16.4% | +14.3% |
| 1Y | +66.0% | +57.7% | +8.3% | +38.1% |
| All | +66.0% | +58.1% | +7.9% | +38.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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