+4.7%
SHW vs AMRZ
-17.7%
+22.4%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +0.4% |
| 7D | -2.1% | -5.5% | +3.3% | +0.1% |
| 30D | +11.1% | +15.6% | -4.5% | +5.5% |
| 3M | -2.2% | -12.1% | +10.0% | +2.4% |
| 6M | +14.3% | -19.4% | +33.8% | +22.7% |
| YTD | +10.6% | -21.9% | +32.4% | +19.2% |
| 1Y | +4.1% | -15.0% | +19.1% | +9.5% |
| All | +4.7% | -17.7% | +22.4% | +10.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling