+7,209.0%
SHW vs ASX
+2,948.3%
+4,260.7%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +6.4% | -7.8% | -2.4% |
| 7D | +3.5% | -19.9% | +23.4% | +6.5% |
| 30D | +9.2% | -30.9% | +40.1% | +14.4% |
| 3M | -5.1% | -15.1% | +10.0% | -4.1% |
| 6M | +6.8% | -6.5% | +13.3% | +4.8% |
| YTD | +7.0% | +98.4% | -91.5% | -7.4% |
| 1Y | +4.1% | +107.9% | -103.8% | -10.6% |
| 3Y | +41.1% | +325.3% | -284.2% | +5.8% |
| 5Y | +12.9% | +447.3% | -434.4% | -20.0% |
| 10Y | +366.3% | +763.2% | -396.9% | +197.2% |
| All | +7,209.0% | +2,948.3% | +4,260.7% | +3,323.9% |
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 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