+10.0%
SHW vs ACWI
+58.7%
-48.7%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.2% | -0.2% |
| 7D | +1.7% | +2.4% | -0.8% | -0.4% |
| 30D | +7.8% | -1.7% | +9.5% | +9.4% |
| 3M | -3.0% | -3.9% | +0.9% | +0.4% |
| 6M | +14.8% | +0.8% | +14.0% | +13.7% |
| YTD | +8.8% | +11.0% | -2.3% | -1.0% |
| 1Y | +4.2% | +13.1% | -8.8% | -6.7% |
| 3Y | +41.5% | +73.9% | -32.4% | -14.4% |
| All | +10.0% | +58.7% | -48.7% | -30.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling