+47.4%
JHX vs ONTO
+46.1%
+1.3%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -8.7% | +17.0% | +9.8% |
| 7D | +13.3% | -17.4% | +30.7% | +16.9% |
| 30D | +17.1% | -43.2% | +60.3% | +30.7% |
| 3M | +4.1% | -35.7% | +39.8% | +11.5% |
| 6M | +48.5% | -38.3% | +86.8% | +54.3% |
| YTD | +42.3% | +17.1% | +25.2% | +27.7% |
| 1Y | +47.4% | +43.1% | +4.2% | +31.2% |
| All | +47.4% | +46.1% | +1.3% | +31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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