+69.6%
PBR vs JHX
+56.2%
+13.3%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.6% | -4.5% | -1.5% |
| 7D | +8.6% | +1.5% | +7.0% | +9.0% |
| 30D | +12.8% | +7.2% | +5.6% | +14.2% |
| 3M | +14.7% | +29.9% | -15.3% | +19.1% |
| 6M | +25.2% | +35.4% | -10.2% | +32.2% |
| YTD | +77.1% | +46.5% | +30.7% | +89.7% |
| 1Y | +69.6% | +55.5% | +14.0% | +85.8% |
| All | +69.6% | +56.2% | +13.3% | +85.8% |
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 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