+10.2%
SHW vs AXON
+83.1%
-72.9%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.7% | -2.9% | -0.6% |
| 7D | +1.9% | +0.8% | +1.1% | +1.8% |
| 30D | +8.1% | -22.8% | +30.8% | +11.5% |
| 3M | -2.8% | -48.8% | +46.0% | +5.6% |
| 6M | +15.0% | -16.3% | +31.3% | +16.5% |
| YTD | +9.0% | -44.5% | +53.5% | +15.5% |
| 1Y | +4.5% | -43.4% | +47.9% | +10.3% |
| 3Y | +41.9% | +44.3% | -2.4% | +19.6% |
| All | +10.2% | +83.1% | -72.9% | -17.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling