+101.6%
JHX vs PAAS
+230.4%
-128.7%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.1% |
| 7D | -6.3% | -1.9% | -4.4% | -6.0% |
| 30D | -7.7% | -3.6% | -4.2% | -7.4% |
| 3M | +19.2% | +8.6% | +10.6% | +17.1% |
| 6M | +38.3% | -16.7% | +55.0% | +41.3% |
| YTD | +37.2% | -1.9% | +39.1% | +36.3% |
| 1Y | +42.3% | +38.0% | +4.3% | +33.4% |
| 3Y | -4.4% | +234.9% | -239.3% | -24.1% |
| 5Y | -26.4% | +119.5% | -145.8% | -39.4% |
| All | +101.6% | +230.4% | -128.7% | +54.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 10y: compounded portfolio wealth divided by compounded PAAS 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…
10y analysis · Full analysis span regression · 6 months rolling