+47.4%
JHX vs NVDX
-27.2%
+74.6%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -6.2% | +14.5% | +8.9% |
| 7D | +13.3% | -14.1% | +27.3% | +15.1% |
| 30D | +17.1% | -31.3% | +48.5% | +22.3% |
| 3M | +4.1% | -16.2% | +20.3% | +5.3% |
| 6M | +48.5% | -11.9% | +60.4% | +47.2% |
| YTD | +42.3% | -9.4% | +51.7% | +35.8% |
| 1Y | +47.4% | -23.9% | +71.2% | +41.5% |
| All | +47.4% | -27.2% | +74.6% | +41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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