+11,290.5%
SHW vs ALL
+3,584.0%
+7,706.5%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.4% | +4.4% | +4.1% |
| 7D | +1.6% | -3.9% | +5.4% | +2.9% |
| 30D | +12.1% | +10.6% | +1.5% | +8.7% |
| 3M | -3.0% | -4.6% | +1.6% | -1.7% |
| 6M | +13.5% | +20.2% | -6.7% | +6.5% |
| YTD | +11.2% | +23.7% | -12.5% | +3.1% |
| 1Y | +6.2% | +27.9% | -21.7% | -2.6% |
| 3Y | +45.6% | +109.2% | -63.5% | +12.4% |
| 5Y | +15.6% | +148.0% | -132.4% | -17.0% |
| 10Y | +356.5% | +363.8% | -7.3% | +166.5% |
| All | +11,290.5% | +3,584.0% | +7,706.5% | +3,459.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling