+356.1%
SHW vs AMC
-98.7%
+454.8%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.9% | -3.4% | -1.4% |
| 7D | +3.5% | +2.6% | +0.8% | +3.4% |
| 30D | +9.2% | +9.0% | +0.2% | +9.0% |
| 3M | -5.1% | +22.2% | -27.3% | -5.5% |
| 6M | +6.8% | +91.5% | -84.6% | +5.0% |
| YTD | +7.0% | +101.3% | -94.3% | +4.9% |
| 1Y | +4.1% | +20.8% | -16.7% | +3.0% |
| 3Y | +41.1% | -71.3% | +112.4% | +41.7% |
| 5Y | +12.9% | -99.2% | +112.1% | +17.3% |
| All | +356.1% | -98.7% | +454.8% | +319.3% |
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