+28.5%
NVTS vs JHX
+31.7%
-3.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.5% | -1.4% | -2.3% |
| 7D | +0.5% | -4.9% | +5.3% | +3.7% |
| 30D | -18.0% | -9.3% | -8.7% | -12.8% |
| 3M | -45.6% | +28.1% | -73.7% | -54.1% |
| 6M | +28.5% | +35.2% | -6.7% | +4.8% |
| All | +28.5% | +31.7% | -3.3% | +4.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling