+6,988.3%
SHW vs ASX
+3,515.0%
+3,473.3%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.4% |
| 7D | -3.2% | -0.7% | -2.5% | -3.1% |
| 30D | -9.5% | +2.0% | -11.5% | -9.9% |
| 3M | +11.5% | -1.3% | +12.8% | +10.2% |
| 6M | -3.5% | +71.4% | -75.0% | -13.1% |
| YTD | +3.7% | +135.3% | -131.6% | -11.4% |
| 1Y | -7.9% | +267.5% | -275.4% | -27.2% |
| 3Y | +24.7% | +388.5% | -363.8% | -7.3% |
| 5Y | +13.6% | +417.1% | -403.5% | -17.8% |
| 10Y | +283.0% | +872.7% | -589.8% | +142.5% |
| All | +6,988.3% | +3,515.0% | +3,473.3% | +3,176.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling