-7.9%
SHW vs AMIX
-81.0%
+73.1%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.9% | +2.4% | +0.4% |
| 7D | -3.2% | -13.7% | +10.5% | -3.2% |
| 30D | -9.5% | -62.1% | +52.5% | -9.3% |
| 3M | +11.5% | -46.2% | +57.6% | +11.0% |
| 6M | -3.5% | -46.4% | +42.9% | -4.2% |
| YTD | +3.7% | -60.3% | +64.0% | +2.6% |
| 1Y | -7.9% | -79.7% | +71.8% | -9.6% |
| All | -7.9% | -81.0% | +73.1% | -9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 1y: compounded portfolio wealth divided by compounded AMIX 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…
1y analysis · Full analysis span regression · 6 months rolling