-12.3%
SHW vs ASX
+256.3%
-268.6%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +6.1% | -8.4% | -2.5% |
| 7D | -1.2% | +6.3% | -7.5% | -1.4% |
| 30D | -11.6% | +6.4% | -18.0% | -11.8% |
| 3M | +9.1% | +13.1% | -4.0% | +7.5% |
| 6M | -0.7% | +90.3% | -91.0% | -7.4% |
| YTD | +1.4% | +149.6% | -148.3% | -4.3% |
| 1Y | -12.3% | +249.2% | -261.4% | -15.2% |
| All | -12.3% | +256.3% | -268.6% | -15.2% |
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