-26.7%
ZTS vs JHX
+44.7%
-71.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +8.3% | -0.8% | +5.4% |
| 7D | +15.4% | +13.3% | +2.2% | +12.1% |
| 30D | +25.8% | +17.1% | +8.6% | +21.2% |
| 3M | +18.1% | +4.1% | +14.0% | +16.4% |
| 6M | -19.7% | +48.5% | -68.2% | -28.1% |
| YTD | -27.5% | +42.3% | -69.8% | -35.1% |
| 1Y | -26.7% | +47.4% | -74.1% | -35.3% |
| All | -26.7% | +44.7% | -71.4% | -35.3% |
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