+4.2%
SHW vs ASX
+152.5%
-148.3%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +6.6% | -6.5% | -0.1% |
| 7D | -2.1% | +0.8% | -3.0% | -2.3% |
| 30D | +11.1% | -20.4% | +31.5% | +11.6% |
| 3M | -2.2% | -2.1% | 0.0% | -2.7% |
| 6M | +14.3% | +8.2% | +6.1% | +10.4% |
| YTD | +10.6% | +137.3% | -126.7% | -5.3% |
| All | +4.2% | +152.5% | -148.3% | -11.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling