+2.9%
SHW vs ALL
+31.1%
-28.2%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -2.9% | -1.6% |
| 7D | +0.7% | 0.0% | +0.7% | +0.7% |
| 30D | +8.4% | +12.8% | -4.4% | +6.4% |
| 3M | -2.2% | +4.7% | -6.9% | -3.1% |
| 6M | +13.3% | +24.9% | -11.6% | +9.3% |
| YTD | +9.2% | +30.0% | -20.8% | +4.2% |
| 1Y | +2.9% | +29.9% | -27.0% | -1.9% |
| All | +2.9% | +31.1% | -28.2% | -1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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