+284.1%
SHW vs ASX
+973.8%
-689.7%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.5% | -5.2% | -2.4% |
| 7D | -3.2% | +11.1% | -14.3% | -5.3% |
| 30D | -11.4% | +9.6% | -21.0% | -13.2% |
| 3M | +3.5% | +18.6% | -15.1% | -1.8% |
| 6M | -3.4% | +92.1% | -95.5% | -18.7% |
| YTD | -0.3% | +158.5% | -158.8% | -22.0% |
| 1Y | -10.4% | +271.9% | -282.3% | -36.2% |
| 3Y | +21.3% | +465.2% | -443.9% | -24.3% |
| 5Y | +12.9% | +479.4% | -466.6% | -31.9% |
| 10Y | +284.1% | +992.0% | -707.9% | +69.6% |
| All | +284.1% | +973.8% | -689.7% | +69.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded ASX 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling