+1,338.8%
PLD vs JHX
+2,357.9%
-1,019.1%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.7% | +2.6% | +1.4% |
| 7D | -0.9% | +4.5% | -5.4% | -2.2% |
| 30D | -1.2% | -1.2% | 0.0% | -1.0% |
| 3M | -2.3% | +32.8% | -35.1% | -11.1% |
| 6M | +4.5% | +41.2% | -36.7% | -7.5% |
| YTD | +10.1% | +43.9% | -33.8% | -3.6% |
| 1Y | +25.9% | +48.0% | -22.1% | +8.4% |
| 3Y | +24.4% | +1.2% | +23.2% | +11.2% |
| 5Y | +15.5% | -22.6% | +38.1% | +8.9% |
| 10Y | +240.3% | +111.5% | +128.8% | +113.5% |
| All | +1,338.8% | +2,357.9% | -1,019.1% | +310.5% |
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