+356.5%
SHW vs AMC
-98.6%
+455.1%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +8.3% | -4.3% | +3.8% |
| 7D | +1.6% | +6.6% | -5.0% | +1.4% |
| 30D | +12.1% | +14.1% | -2.0% | +11.8% |
| 3M | -3.0% | +31.3% | -34.2% | -3.6% |
| 6M | +13.5% | +126.7% | -113.1% | +11.2% |
| YTD | +11.2% | +117.9% | -106.7% | +8.9% |
| 1Y | +6.2% | +41.1% | -34.9% | +4.8% |
| 3Y | +45.6% | -61.0% | +106.6% | +45.4% |
| 5Y | +15.6% | -99.1% | +114.7% | +19.8% |
| 10Y | +356.5% | -98.7% | +455.2% | +318.0% |
| All | +356.5% | -98.6% | +455.1% | +318.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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