+1,247.5%
PLD vs JHX
+2,188.3%
-940.9%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.2% |
| 7D | +1.3% | -0.2% | +1.5% | +1.3% |
| 30D | -1.4% | +13.1% | -14.5% | -5.2% |
| 3M | -8.2% | -10.0% | +1.8% | -5.7% |
| 6M | -8.0% | +38.9% | -46.9% | -18.1% |
| YTD | +3.2% | +34.0% | -30.8% | -8.2% |
| 1Y | +7.0% | +66.0% | -58.9% | -10.9% |
| 3Y | +38.3% | -6.2% | +44.5% | +26.6% |
| 5Y | +0.2% | -31.6% | +31.8% | -2.0% |
| 10Y | +268.3% | +116.6% | +151.7% | +127.9% |
| All | +1,247.5% | +2,188.3% | -940.9% | +291.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling