+73.8%
NFLX vs JHX
-4.5%
+78.3%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.0% | +0.8% | +1.8% |
| 7D | -1.1% | -6.3% | +5.2% | -0.8% |
| 30D | +4.3% | -7.7% | +12.0% | +4.6% |
| 3M | -4.8% | +19.2% | -23.9% | -5.4% |
| 6M | -18.4% | +38.3% | -56.7% | -19.6% |
| YTD | -17.4% | +37.2% | -54.7% | -18.8% |
| 1Y | -35.7% | +42.3% | -78.0% | -37.0% |
| 3Y | +73.8% | -4.4% | +78.2% | +69.5% |
| All | +73.8% | -4.5% | +78.3% | +69.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JHX.
Daily Out/Under-Performance
Portfolio return minus JHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JHX 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 3y: compounded portfolio wealth divided by compounded JHX 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…
3y analysis · Full analysis span regression · 6 months rolling