-2.9%
JHX vs HAS
+43.5%
-46.4%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.5% | -1.7% | -2.7% |
| 7D | +1.6% | -4.8% | +6.4% | +3.2% |
| 30D | -5.0% | -5.1% | +0.1% | -3.4% |
| 3M | +24.5% | +6.4% | +18.1% | +21.7% |
| 6M | +34.9% | -5.6% | +40.6% | +36.1% |
| YTD | +39.3% | +11.0% | +28.4% | +33.1% |
| 1Y | +48.6% | +16.8% | +31.8% | +39.2% |
| All | -2.9% | +43.5% | -46.4% | -21.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling