+1.1%
JHX vs HTZ
-81.5%
+82.6%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.6% | +8.1% | +7.6% |
| 7D | +7.7% | -16.4% | +24.1% | +9.1% |
| 30D | +19.2% | -15.1% | +34.3% | +20.5% |
| 3M | -1.0% | -28.2% | +27.2% | +0.9% |
| 6M | +42.7% | -73.1% | +115.8% | +54.5% |
| YTD | +44.3% | -68.3% | +112.6% | +53.3% |
| 1Y | +72.2% | -75.2% | +147.4% | +86.0% |
| 3Y | +1.1% | -81.1% | +82.2% | +17.2% |
| All | +1.1% | -81.5% | +82.6% | +17.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling