+356.5%
SHW vs ASX
+849.3%
-492.8%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +8.6% | -4.6% | +2.4% |
| 7D | +1.6% | -12.3% | +13.9% | +3.5% |
| 30D | +12.1% | -26.0% | +38.1% | +17.2% |
| 3M | -3.0% | -8.1% | +5.1% | -3.3% |
| 6M | +13.5% | +1.4% | +12.1% | +8.3% |
| YTD | +11.2% | +115.6% | -104.3% | -11.3% |
| 1Y | +6.2% | +128.0% | -121.8% | -16.6% |
| 3Y | +45.6% | +371.4% | -325.8% | -7.4% |
| 5Y | +15.6% | +469.4% | -453.8% | -31.7% |
| 10Y | +356.5% | +842.6% | -486.2% | +104.9% |
| All | +356.5% | +849.3% | -492.8% | +104.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling