+21,462.3%
SHW vs AON
+5,388.5%
+16,073.9%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.5% | -1.7% | -0.7% |
| 7D | +1.9% | +1.0% | +0.9% | +1.6% |
| 30D | +8.1% | +23.2% | -15.1% | +1.4% |
| 3M | -2.8% | -5.0% | +2.2% | -1.5% |
| 6M | +15.0% | +9.3% | +5.7% | +11.5% |
| YTD | +9.0% | -3.4% | +12.4% | +9.1% |
| 1Y | +4.5% | -2.9% | +7.4% | +4.3% |
| 3Y | +41.9% | +3.6% | +38.2% | +37.7% |
| 5Y | +10.7% | +16.9% | -6.1% | +3.1% |
| 10Y | +340.4% | +234.4% | +106.0% | +199.7% |
| All | +21,462.3% | +5,388.5% | +16,073.9% | +6,088.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 all: compounded portfolio wealth divided by compounded AON 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…
all analysis · Full analysis span regression · 6 months rolling