+55.5%
JHX vs WPM
+53.7%
+1.8%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.1% | +3.6% | +2.9% |
| 7D | +1.5% | +1.1% | +0.5% | +1.2% |
| 30D | +7.2% | +26.4% | -19.2% | -1.3% |
| 3M | +29.9% | +20.8% | +9.1% | +20.7% |
| 6M | +35.4% | +1.1% | +34.3% | +29.8% |
| YTD | +46.5% | +32.5% | +14.0% | +36.9% |
| 1Y | +55.5% | +51.5% | +4.0% | +38.3% |
| All | +55.5% | +53.7% | +1.8% | +38.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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