-17.6%
JHX vs PLTD
-76.7%
+59.1%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.3% | -4.7% | -2.2% |
| 7D | -4.9% | +9.9% | -14.8% | -3.8% |
| 30D | -9.3% | +3.8% | -13.1% | -8.7% |
| 3M | +28.1% | -32.3% | +60.4% | +24.4% |
| 6M | +35.2% | -25.9% | +61.1% | +33.2% |
| YTD | +35.9% | -16.4% | +52.3% | +36.5% |
| 1Y | +42.5% | -25.2% | +67.7% | +42.0% |
| All | -17.6% | -76.7% | +59.1% | -29.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling