-16.4%
JHX vs PLTU
+140.2%
-156.6%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.8% | -2.4% | -3.1% |
| 7D | +1.6% | -0.8% | +2.3% | +1.5% |
| 30D | -5.0% | -8.8% | +3.8% | -4.7% |
| 3M | +24.5% | +41.7% | -17.2% | +20.6% |
| 6M | +34.9% | -9.3% | +44.2% | +33.0% |
| YTD | +39.3% | -35.2% | +74.6% | +39.4% |
| 1Y | +48.6% | -29.5% | +78.0% | +46.5% |
| All | -16.4% | +140.2% | -156.6% | -29.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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