+42.3%
JHX vs WPM
+46.6%
-4.3%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.1% | -1.1% | +0.3% |
| 7D | -6.3% | -0.6% | -5.8% | -6.2% |
| 30D | -7.7% | +14.4% | -22.2% | -12.1% |
| 3M | +19.2% | +37.0% | -17.8% | +6.6% |
| 6M | +38.3% | +4.1% | +34.1% | +31.9% |
| YTD | +37.2% | +31.7% | +5.5% | +29.1% |
| 1Y | +42.3% | +44.2% | -1.9% | +35.2% |
| All | +42.3% | +46.6% | -4.3% | +35.2% |
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