+12.9%
SHW vs ACHR
-44.8%
+57.7%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -5.7% | +4.0% | -1.4% |
| 7D | -3.2% | -2.7% | -0.5% | -3.1% |
| 30D | -11.4% | -12.1% | +0.7% | -10.8% |
| 3M | +3.5% | +3.4% | +0.1% | +2.9% |
| 6M | -3.4% | -15.6% | +12.3% | -3.1% |
| YTD | -0.3% | -26.9% | +26.5% | +0.5% |
| 1Y | -10.4% | -34.8% | +24.3% | -9.7% |
| 3Y | +21.3% | -19.2% | +40.5% | +16.2% |
| 5Y | +12.9% | -43.8% | +56.6% | +0.5% |
| All | +12.9% | -44.8% | +57.7% | +0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACHR.
Daily Out/Under-Performance
Portfolio return minus ACHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACHR 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 5y: compounded portfolio wealth divided by compounded ACHR 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…
5y analysis · Full analysis span regression · 6 months rolling