-7.9%
SHW vs BEN
+42.6%
-50.5%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.5% | -3.1% | -0.7% |
| 7D | -3.2% | +0.2% | -3.5% | -3.3% |
| 30D | -9.5% | -0.5% | -9.0% | -9.4% |
| 3M | +11.5% | +9.7% | +1.7% | +7.9% |
| 6M | -3.5% | +33.9% | -37.4% | -13.5% |
| YTD | +3.7% | +49.0% | -45.3% | -10.2% |
| 1Y | -7.9% | +42.1% | -50.0% | -18.0% |
| All | -7.9% | +42.6% | -50.5% | -18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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