-12.7%
JHX vs PLTD
-77.3%
+64.6%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.3% | -4.1% | -1.5% |
| 7D | +4.5% | +4.5% | 0.0% | +5.1% |
| 30D | -1.2% | -0.7% | -0.5% | -1.1% |
| 3M | +32.8% | -31.0% | +63.8% | +29.1% |
| 6M | +41.2% | -24.8% | +66.0% | +39.4% |
| YTD | +43.9% | -18.6% | +62.5% | +44.1% |
| 1Y | +48.0% | -31.8% | +79.8% | +45.7% |
| All | -12.7% | -77.3% | +64.6% | -25.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling