+5.5%
SHW vs AMIX
-90.1%
+95.6%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +11.8% | -7.8% | +4.0% |
| 7D | +1.6% | +1.2% | +0.4% | +1.6% |
| 30D | +12.1% | -45.3% | +57.4% | +12.3% |
| 3M | -3.0% | -83.1% | +80.1% | -2.4% |
| 6M | +13.5% | -76.9% | +90.4% | +13.3% |
| YTD | +11.2% | -85.3% | +96.5% | +10.5% |
| All | +5.5% | -90.1% | +95.6% | +4.3% |
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