+6.8%
SHW vs ALL
+17.5%
-10.6%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.5% | +3.1% | -0.2% |
| 7D | +3.5% | -1.9% | +5.4% | +4.1% |
| 30D | +9.2% | +13.8% | -4.5% | +7.9% |
| 3M | -5.1% | -7.0% | +1.9% | -4.4% |
| 6M | +6.8% | +18.0% | -11.2% | +5.0% |
| All | +6.8% | +17.5% | -10.6% | +5.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling