+102.1%
SHW vs ACI
+34.0%
+68.2%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.2% | -2.9% | -1.0% |
| 7D | +4.2% | -0.6% | +4.8% | +4.4% |
| 30D | +11.3% | +9.5% | +1.7% | +10.1% |
| 3M | -1.8% | +10.1% | -11.9% | -3.0% |
| 6M | +12.7% | -15.4% | +28.1% | +14.3% |
| YTD | +10.4% | -19.5% | +30.0% | +12.5% |
| 1Y | +4.7% | -21.0% | +25.7% | +6.9% |
| 3Y | +42.7% | -31.2% | +73.9% | +47.3% |
| 5Y | +14.5% | -40.6% | +55.1% | +18.8% |
| All | +102.1% | +34.0% | +68.2% | +83.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 10y: compounded portfolio wealth divided by compounded ACI 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…
10y analysis · Full analysis span regression · 6 months rolling