+47.4%
JHX vs INDA
-7.3%
+54.7%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.7% | +5.6% | +4.7% |
| 7D | +13.3% | +6.9% | +6.4% | +4.0% |
| 30D | +17.1% | +7.4% | +9.7% | +6.9% |
| 3M | +4.1% | -1.0% | +5.1% | +5.8% |
| 6M | +48.5% | +2.9% | +45.6% | +44.1% |
| YTD | +42.3% | -7.4% | +49.7% | +39.2% |
| 1Y | +47.4% | -7.4% | +54.8% | +44.0% |
| All | +47.4% | -7.3% | +54.7% | +44.0% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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