+280.4%
SHW vs APTV
-16.1%
+296.5%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.2% | +1.9% |
| 7D | -3.1% | -5.0% | +1.9% | -1.8% |
| 30D | -10.0% | -6.1% | -4.0% | -8.6% |
| 3M | +2.3% | -33.0% | +35.3% | +13.2% |
| 6M | +0.7% | -35.2% | +35.9% | +11.4% |
| YTD | +0.5% | -40.1% | +40.6% | +13.4% |
| 1Y | -11.5% | -45.6% | +34.1% | +2.4% |
| 3Y | +21.3% | -54.4% | +75.7% | +42.6% |
| 5Y | +12.5% | -68.9% | +81.4% | +42.8% |
| All | +280.4% | -16.1% | +296.5% | +244.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 10y: compounded portfolio wealth divided by compounded APTV 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…
10y analysis · Full analysis span regression · 6 months rolling