+469.4%
PWR vs JHX
-27.7%
+497.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.0% | +4.2% | +4.9% |
| 7D | +4.2% | -6.3% | +10.5% | +5.9% |
| 30D | -4.0% | -7.7% | +3.7% | -2.2% |
| 3M | -4.8% | +19.2% | -23.9% | -9.4% |
| 6M | +14.6% | +38.3% | -23.6% | +4.3% |
| YTD | +54.2% | +37.2% | +17.0% | +40.3% |
| 1Y | +67.1% | +42.3% | +24.8% | +49.6% |
| 3Y | +218.5% | -4.4% | +222.9% | +190.9% |
| All | +469.4% | -27.7% | +497.1% | +477.9% |
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