+290.6%
SHW vs ASX
+937.0%
-646.4%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +6.1% | -8.4% | -3.5% |
| 7D | -1.2% | +6.3% | -7.5% | -2.4% |
| 30D | -11.6% | +6.4% | -18.0% | -12.9% |
| 3M | +9.1% | +13.1% | -4.0% | +4.5% |
| 6M | -0.7% | +90.3% | -91.0% | -16.3% |
| YTD | +1.4% | +149.6% | -148.3% | -20.1% |
| 1Y | -12.3% | +249.2% | -261.4% | -36.6% |
| 3Y | +23.4% | +445.9% | -422.5% | -22.4% |
| 5Y | +15.0% | +477.7% | -462.7% | -30.7% |
| All | +290.6% | +937.0% | -646.4% | +73.8% |
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