+2.9%
SHW vs AMRZ
-16.9%
+19.8%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.9% | +0.7% | -0.4% |
| 7D | +0.7% | -4.0% | +4.7% | +2.6% |
| 30D | +8.4% | +12.4% | -4.0% | +3.7% |
| 3M | -2.2% | -11.5% | +9.3% | +2.7% |
| 6M | +13.3% | -21.6% | +34.9% | +23.7% |
| YTD | +9.2% | -23.4% | +32.6% | +19.0% |
| 1Y | +2.9% | -17.2% | +20.1% | +7.9% |
| All | +2.9% | -16.9% | +19.8% | +7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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