+3,310.5%
WELL vs JHX
+2,220.4%
+1,090.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.5% | +2.4% | +0.4% |
| 7D | -2.2% | -4.9% | +2.6% | -1.4% |
| 30D | +4.7% | -9.3% | +14.0% | +6.5% |
| 3M | +11.9% | +28.1% | -16.1% | +6.3% |
| 6M | +14.3% | +35.2% | -20.9% | +6.6% |
| YTD | +28.4% | +35.9% | -7.5% | +19.2% |
| 1Y | +42.3% | +42.5% | -0.2% | +30.2% |
| 3Y | +202.6% | -4.5% | +207.0% | +181.9% |
| 5Y | +206.5% | -27.1% | +233.6% | +195.4% |
| 10Y | +356.2% | +104.2% | +251.9% | +245.8% |
| All | +3,310.5% | +2,220.4% | +1,090.1% | +1,648.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling