+346.7%
SHW vs AMBA
+7.9%
+338.9%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.5% | -3.4% | -0.3% |
| 7D | -2.1% | +2.6% | -4.7% | -2.5% |
| 30D | +11.1% | -3.6% | +14.7% | +11.4% |
| 3M | -2.2% | -24.6% | +22.5% | +0.8% |
| 6M | +14.3% | -21.6% | +35.9% | +14.7% |
| YTD | +10.6% | -11.8% | +22.4% | +8.3% |
| 1Y | +4.1% | -33.2% | +37.3% | +5.5% |
| 3Y | +42.9% | +24.5% | +18.4% | +26.5% |
| 5Y | +14.2% | -67.7% | +81.9% | +14.5% |
| 10Y | +346.7% | +4.7% | +342.0% | +240.8% |
| All | +346.7% | +7.9% | +338.9% | +240.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 10y: compounded portfolio wealth divided by compounded AMBA 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…
10y analysis · Full analysis span regression · 6 months rolling