+7.0%
SHW vs ACWI
+14.9%
-7.9%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.7% | +5.0% | +5.3% |
| 7D | +13.3% | -0.5% | +13.8% | +13.7% |
| 30D | +14.1% | -1.6% | +15.8% | +15.6% |
| 3M | +0.8% | -1.3% | +2.1% | +1.8% |
| 6M | +17.6% | +5.8% | +11.8% | +10.9% |
| YTD | +13.0% | +12.7% | +0.2% | -0.3% |
| 1Y | +7.0% | +15.0% | -8.0% | -7.0% |
| All | +7.0% | +14.9% | -7.9% | -7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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