-16.8%
JHX vs PLTD
-76.9%
+60.1%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.7% | +0.9% |
| 7D | -6.3% | +4.2% | -10.6% | -5.8% |
| 30D | -7.7% | +0.7% | -8.5% | -7.5% |
| 3M | +19.2% | -32.4% | +51.5% | +15.7% |
| 6M | +38.3% | -26.2% | +64.5% | +36.2% |
| YTD | +37.2% | -17.0% | +54.2% | +37.7% |
| 1Y | +42.3% | -26.7% | +69.0% | +41.3% |
| All | -16.8% | -76.9% | +60.1% | -28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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