+71.3%
V vs JHX
-27.7%
+99.0%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.1% | +0.7% |
| 7D | -1.2% | -6.3% | +5.1% | -0.3% |
| 30D | +3.1% | -7.7% | +10.8% | +4.2% |
| 3M | +16.3% | +19.2% | -2.8% | +13.1% |
| 6M | +20.4% | +38.3% | -17.9% | +13.6% |
| YTD | +6.3% | +37.2% | -30.9% | +0.2% |
| 1Y | +8.7% | +42.3% | -33.6% | +1.6% |
| 3Y | +53.3% | -4.4% | +57.7% | +42.4% |
| All | +71.3% | -27.7% | +99.0% | +74.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling