+145.3%
JHMD price history and return analytics
+220.1%
-74.8%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.1% |
| 7D | +1.1% | +1.0% | +0.1% | +0.2% |
| 30D | -1.0% | -0.2% | -0.7% | -0.8% |
| 3M | +6.7% | +4.5% | +2.1% | +2.5% |
| 6M | +10.3% | +14.1% | -3.7% | -1.9% |
| YTD | +13.5% | +14.8% | -1.2% | +0.4% |
| 1Y | +20.3% | +21.2% | -0.9% | +1.3% |
| 3Y | +67.5% | +76.6% | -9.1% | +0.4% |
| 5Y | +56.0% | +66.6% | -10.6% | -1.9% |
| All | +145.3% | +220.1% | -74.8% | -10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 all: compounded portfolio wealth divided by compounded VT 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…
all analysis · Full analysis span regression · 6 months rolling