+10.2%
SHW vs AMC
-99.2%
+109.4%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.7% | +2.5% | -0.1% |
| 7D | +1.9% | +3.5% | -1.6% | +1.7% |
| 30D | +8.1% | +12.5% | -4.4% | +7.5% |
| 3M | -2.8% | +23.6% | -26.4% | -3.8% |
| 6M | +15.0% | +144.4% | -129.3% | +9.5% |
| YTD | +9.0% | +108.3% | -99.3% | +4.1% |
| 1Y | +4.5% | +38.9% | -34.4% | +1.5% |
| 3Y | +41.9% | -58.9% | +100.7% | +42.2% |
| All | +10.2% | -99.2% | +109.4% | +21.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling