+41.1%
SHW vs AXON
+42.7%
-1.6%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -18.2% | +16.8% | +0.4% |
| 7D | +3.5% | -26.8% | +30.3% | +6.6% |
| 30D | +9.2% | -22.9% | +32.1% | +11.9% |
| 3M | -5.1% | -40.1% | +35.0% | -0.6% |
| 6M | +6.8% | -18.9% | +25.7% | +8.8% |
| YTD | +7.0% | -44.9% | +51.8% | +12.1% |
| 1Y | +4.1% | -46.7% | +50.8% | +9.5% |
| 3Y | +41.1% | +44.3% | -3.3% | +19.5% |
| All | +41.1% | +42.7% | -1.6% | +19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 3y: compounded portfolio wealth divided by compounded AXON 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…
3y analysis · Full analysis span regression · 6 months rolling