-5.3%
JHX vs WST
-11.8%
+6.5%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.2% | -4.7% | -2.9% |
| 7D | -4.9% | +0.4% | -5.3% | -4.9% |
| 30D | -9.3% | -2.0% | -7.3% | -9.0% |
| 3M | +28.1% | +4.1% | +24.0% | +27.0% |
| 6M | +35.2% | +47.4% | -12.2% | +26.0% |
| YTD | +35.9% | +25.4% | +10.4% | +29.9% |
| 1Y | +42.5% | +35.3% | +7.2% | +34.3% |
| All | -5.3% | -11.8% | +6.5% | -6.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 3y: compounded portfolio wealth divided by compounded WST 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…
3y analysis · Full analysis span regression · 6 months rolling