-12.7%
NVO vs JHX
+53.7%
-66.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.9% | -1.5% | -3.9% |
| 7D | +3.0% | +6.4% | -3.4% | +1.8% |
| 30D | +7.4% | +12.3% | -4.9% | +5.1% |
| 3M | -8.3% | +1.1% | -9.4% | -8.7% |
| 6M | -9.0% | +42.2% | -51.3% | -16.1% |
| YTD | -16.8% | +38.1% | -55.0% | -23.2% |
| 1Y | -12.7% | +54.9% | -67.6% | -22.4% |
| All | -12.7% | +53.7% | -66.4% | -22.4% |
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