+4.7%
SHW vs AMIX
-89.3%
+94.0%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +8.8% | -9.5% | -0.8% |
| 7D | +4.2% | +11.4% | -7.2% | +4.2% |
| 30D | +11.3% | -40.5% | +51.8% | +11.4% |
| 3M | -1.8% | -80.1% | +78.3% | -1.3% |
| 6M | +12.7% | -74.8% | +87.5% | +12.5% |
| YTD | +10.4% | -84.0% | +94.4% | +9.7% |
| 1Y | +4.7% | -89.7% | +94.4% | +3.6% |
| All | +4.7% | -89.3% | +94.0% | +3.6% |
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