-29.4%
NOW vs JHX
+43.8%
-73.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.0% | 0.0% | +1.0% |
| 7D | -6.2% | -6.3% | +0.1% | -6.1% |
| 30D | +6.1% | -7.7% | +13.8% | +6.1% |
| 3M | +28.6% | +19.2% | +9.4% | +29.7% |
| 6M | +14.6% | +38.3% | -23.7% | +16.5% |
| YTD | -13.5% | +37.2% | -50.7% | -12.9% |
| 1Y | -29.4% | +42.3% | -71.7% | -27.9% |
| All | -29.4% | +43.8% | -73.2% | -27.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling