+113.2%
WDC vs JHX
+44.7%
+68.5%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +8.3% | -15.1% | -9.1% |
| 7D | -18.3% | +13.3% | -31.6% | -21.7% |
| 30D | -26.7% | +17.1% | -43.8% | -30.6% |
| 3M | -40.9% | +4.1% | -45.0% | -42.0% |
| 6M | -26.8% | +48.5% | -75.2% | -38.9% |
| YTD | +88.2% | +42.3% | +45.9% | +61.9% |
| 1Y | +113.2% | +47.4% | +65.8% | +83.6% |
| All | +113.2% | +44.7% | +68.5% | +83.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling