+16.1%
IWM vs SHW
+5.9%
+10.3%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +3.3% | -0.7% | +1.6% |
| 7D | +0.3% | +4.2% | -4.0% | -0.8% |
| 30D | +0.6% | +11.3% | -10.7% | -2.6% |
| 3M | -6.2% | -1.8% | -4.4% | -5.7% |
| 6M | -0.8% | +12.7% | -13.5% | -4.9% |
| YTD | +14.8% | +10.4% | +4.3% | +7.6% |
| 1Y | +16.1% | +4.7% | +11.4% | +12.8% |
| All | +16.1% | +5.9% | +10.3% | +12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SHW.
Daily Out/Under-Performance
Portfolio return minus SHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHW 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 SHW 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