+527.7%
SHW vs AMC
-98.1%
+625.7%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.3% | -3.9% | +0.3% |
| 7D | -3.2% | +2.3% | -5.5% | -3.3% |
| 30D | -9.5% | -0.7% | -8.8% | -9.5% |
| 3M | +11.5% | +35.2% | -23.7% | +10.4% |
| 6M | -3.5% | +124.6% | -128.1% | -5.7% |
| YTD | +3.7% | +69.9% | -66.1% | +1.9% |
| 1Y | -7.9% | -2.6% | -5.3% | -8.5% |
| 3Y | +24.7% | -79.8% | +104.5% | +25.9% |
| 5Y | +13.6% | -99.4% | +113.0% | +19.4% |
| 10Y | +283.0% | -98.9% | +381.8% | +272.3% |
| All | +527.7% | -98.1% | +625.7% | +439.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling