-2.9%
JHX vs IBB
+63.1%
-66.0%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.9% | -2.3% | -2.5% |
| 7D | +1.6% | -3.9% | +5.5% | +4.7% |
| 30D | -5.0% | +2.7% | -7.7% | -7.5% |
| 3M | +24.5% | +21.4% | +3.1% | +5.9% |
| 6M | +34.9% | +20.1% | +14.8% | +16.0% |
| YTD | +39.3% | +21.9% | +17.5% | +17.8% |
| 1Y | +48.6% | +44.1% | +4.4% | +9.8% |
| All | -2.9% | +63.1% | -66.0% | -33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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