+1.2%
JHX vs HTZ
-86.1%
+87.3%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -5.0% | +3.3% | -1.3% |
| 7D | +4.5% | -2.5% | +7.0% | +4.7% |
| 30D | -1.2% | -3.7% | +2.5% | -1.3% |
| 3M | +32.8% | -57.0% | +89.8% | +39.2% |
| 6M | +41.2% | -47.0% | +88.1% | +44.9% |
| YTD | +43.9% | -57.5% | +101.4% | +50.2% |
| 1Y | +48.0% | -63.5% | +111.5% | +55.2% |
| 3Y | +1.2% | -86.3% | +87.5% | +26.9% |
| All | +1.2% | -86.1% | +87.3% | +26.9% |
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