+55.5%
JHX vs NVD
-61.9%
+117.4%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.4% | +3.9% | +2.4% |
| 7D | +1.5% | -11.1% | +12.6% | +0.2% |
| 30D | +7.2% | -13.3% | +20.4% | +5.9% |
| 3M | +29.9% | -19.8% | +49.7% | +28.1% |
| 6M | +35.4% | -48.8% | +84.2% | +26.8% |
| YTD | +46.5% | -49.7% | +96.1% | +36.8% |
| 1Y | +55.5% | -61.4% | +116.9% | +43.0% |
| All | +55.5% | -61.9% | +117.4% | +43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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