+111.8%
JHX vs PAAS
+205.7%
-93.9%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.0% |
| 7D | -0.2% | -8.9% | +8.7% | +1.4% |
| 30D | +13.1% | -11.4% | +24.5% | +15.3% |
| 3M | -10.0% | -20.4% | +10.4% | -6.8% |
| 6M | +38.9% | -40.7% | +79.6% | +50.3% |
| YTD | +34.0% | -26.9% | +60.9% | +39.5% |
| 1Y | +66.0% | -3.1% | +69.0% | +65.2% |
| 3Y | -6.2% | +199.3% | -205.5% | -23.8% |
| 5Y | -31.6% | +48.3% | -79.9% | -40.2% |
| All | +111.8% | +205.7% | -93.9% | +67.2% |
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