-4.4%
JHX vs PODD
-24.5%
+20.1%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.0% | +3.0% | +1.2% |
| 7D | -6.3% | -10.5% | +4.2% | -5.1% |
| 30D | -7.7% | -9.0% | +1.3% | -6.8% |
| 3M | +19.2% | -11.5% | +30.7% | +20.2% |
| 6M | +38.3% | -44.7% | +83.0% | +47.8% |
| YTD | +37.2% | -53.6% | +90.8% | +49.6% |
| 1Y | +42.3% | -61.0% | +103.2% | +58.4% |
| 3Y | -4.4% | -24.7% | +20.3% | -5.0% |
| All | -4.4% | -24.5% | +20.1% | -5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 3y: compounded portfolio wealth divided by compounded PODD 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…
3y analysis · Full analysis span regression · 6 months rolling