+67.0%
JHX vs HTZ
-77.9%
+144.8%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -8.0% | +5.0% | -2.2% |
| 7D | +6.6% | -27.5% | +34.1% | +9.8% |
| 30D | +15.6% | -21.9% | +37.5% | +18.3% |
| 3M | -4.5% | -29.2% | +24.7% | -2.1% |
| 6M | +38.5% | -75.2% | +113.7% | +58.3% |
| YTD | +40.0% | -70.8% | +110.8% | +52.2% |
| 1Y | +67.0% | -76.1% | +143.1% | +86.7% |
| All | +67.0% | -77.9% | +144.8% | +86.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 HTZ 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