-65.4%
PINS vs JHX
-27.7%
-37.7%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.5% | +5.2% | +3.5% |
| 7D | -9.9% | -4.9% | -5.1% | -8.6% |
| 30D | -20.9% | -9.3% | -11.6% | -18.7% |
| 3M | -13.7% | +28.1% | -41.8% | -20.2% |
| 6M | -3.0% | +35.2% | -38.2% | -12.8% |
| YTD | -27.5% | +35.9% | -63.3% | -35.5% |
| 1Y | -46.8% | +42.5% | -89.3% | -53.5% |
| 3Y | -31.8% | -4.5% | -27.4% | -40.9% |
| 5Y | -65.4% | -27.1% | -38.3% | -65.4% |
| All | -65.4% | -27.7% | -37.7% | -65.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JHX.
Daily Out/Under-Performance
Portfolio return minus JHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JHX 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 JHX 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