+72.9%
PBR vs JHX
+44.7%
+28.2%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +8.3% | -15.3% | -5.4% |
| 7D | -11.0% | +13.3% | -24.3% | -8.8% |
| 30D | -18.8% | +17.1% | -35.9% | -16.2% |
| 3M | +7.8% | +4.1% | +3.7% | +9.2% |
| 6M | -7.6% | +48.5% | -56.1% | -2.2% |
| YTD | +72.7% | +42.3% | +30.4% | +86.4% |
| 1Y | +72.9% | +47.4% | +25.6% | +88.4% |
| All | +72.9% | +44.7% | +28.2% | +88.4% |
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