+16.9%
SHW vs AMIX
-100.0%
+116.8%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -8.4% | +7.2% | -1.2% |
| 7D | +0.7% | -10.9% | +11.5% | +0.7% |
| 30D | +8.4% | -55.0% | +63.4% | +8.7% |
| 3M | -2.2% | -82.0% | +79.8% | -1.6% |
| 6M | +13.3% | -80.4% | +93.8% | +12.8% |
| YTD | +9.2% | -88.3% | +97.5% | +8.9% |
| 1Y | +2.9% | -92.4% | +95.3% | +2.8% |
| All | +16.9% | -100.0% | +116.8% | +22.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling