+82.4%
SHW vs ACI
+18.9%
+63.5%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.4% | +0.7% | -1.4% |
| 7D | -3.2% | -5.0% | +1.8% | -2.6% |
| 30D | -11.4% | -2.3% | -9.1% | -11.2% |
| 3M | +3.5% | -23.2% | +26.7% | +6.3% |
| 6M | -3.4% | -29.5% | +26.1% | +0.1% |
| YTD | -0.3% | -28.6% | +28.3% | +3.0% |
| 1Y | -10.4% | -34.0% | +23.6% | -6.7% |
| 3Y | +21.3% | -45.0% | +66.3% | +28.6% |
| 5Y | +12.9% | -44.0% | +56.9% | +18.1% |
| All | +82.4% | +18.9% | +63.5% | +68.4% |
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