-4.4%
JHX vs IBN
+27.4%
-31.8%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-11 to 2026-09-11.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.9% | -0.9% | +0.1% |
| 7D | -6.3% | -3.0% | -3.3% | -4.9% |
| 30D | -7.7% | -1.5% | -6.2% | -7.1% |
| 3M | +19.2% | +7.9% | +11.2% | +14.8% |
| 6M | +38.3% | +8.6% | +29.6% | +32.5% |
| YTD | +37.2% | -0.6% | +37.8% | +35.4% |
| 1Y | +42.3% | -7.3% | +49.6% | +43.7% |
| 3Y | -4.4% | +26.2% | -30.6% | -12.5% |
| All | -4.4% | +27.4% | -31.8% | -12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 2023-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded IBN 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…
2023-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling