+8.2%
NOW vs JHX
-3.0%
+11.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.2% | +0.9% | -1.9% |
| 7D | -4.1% | +1.6% | -5.7% | -4.3% |
| 30D | +2.9% | -5.0% | +7.9% | +3.5% |
| 3M | +22.6% | +24.5% | -1.9% | +19.5% |
| 6M | +7.5% | +34.9% | -27.4% | +3.5% |
| YTD | -14.4% | +39.3% | -53.7% | -18.4% |
| 1Y | -29.8% | +48.6% | -78.3% | -33.9% |
| All | +8.2% | -3.0% | +11.2% | +4.5% |
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