+47.4%
JHX vs WCN
+16.1%
+31.3%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.8% | +5.5% | +7.7% |
| 7D | +13.3% | +6.7% | +6.6% | +11.9% |
| 30D | +17.1% | +24.3% | -7.2% | +12.7% |
| 3M | +4.1% | +16.1% | -12.0% | +1.0% |
| 6M | +48.5% | +19.9% | +28.5% | +44.1% |
| YTD | +42.3% | +10.1% | +32.2% | +47.7% |
| 1Y | +47.4% | +14.4% | +33.0% | +43.2% |
| All | +47.4% | +16.1% | +31.3% | +43.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 1y: compounded portfolio wealth divided by compounded WCN 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…
1y analysis · Full analysis span regression · 6 months rolling