+480.9%
JHX vs PODD
+711.3%
-230.4%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.1% | -0.1% | -2.6% |
| 7D | +1.6% | -6.9% | +8.5% | +2.9% |
| 30D | -5.0% | -3.5% | -1.5% | -4.5% |
| 3M | +24.5% | -13.6% | +38.0% | +26.9% |
| 6M | +34.9% | -42.6% | +77.5% | +47.6% |
| YTD | +39.3% | -51.5% | +90.8% | +57.0% |
| 1Y | +48.6% | -60.9% | +109.5% | +73.8% |
| 3Y | -2.0% | -19.8% | +17.7% | -2.9% |
| 5Y | -24.4% | -54.4% | +30.0% | -18.9% |
| 10Y | +109.4% | +236.1% | -126.6% | +48.0% |
| All | +480.9% | +711.3% | -230.4% | +222.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling