+18.1%
PLD vs JHX
-27.7%
+45.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.0% | 0.0% | +0.8% |
| 7D | -1.2% | -6.3% | +5.2% | +0.2% |
| 30D | -3.5% | -7.7% | +4.2% | -1.9% |
| 3M | -7.1% | +19.2% | -26.3% | -11.0% |
| 6M | +2.6% | +38.3% | -35.7% | -5.6% |
| YTD | +8.0% | +37.2% | -29.2% | -0.9% |
| 1Y | +22.1% | +42.3% | -20.2% | +10.6% |
| 3Y | +22.3% | -4.4% | +26.7% | +12.9% |
| All | +18.1% | -27.7% | +45.8% | +11.9% |
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