+14.2%
SHW vs BEN
+32.3%
-18.1%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -2.1% | +7.2% | -9.3% | -4.9% |
| 30D | +11.1% | +14.1% | -3.0% | +5.2% |
| 3M | -2.2% | +9.9% | -12.1% | -6.0% |
| 6M | +14.3% | +17.4% | -3.1% | +6.7% |
| YTD | +10.6% | +57.3% | -46.7% | -9.0% |
| 1Y | +4.1% | +66.9% | -62.9% | -16.5% |
| 3Y | +42.9% | +85.7% | -42.8% | +5.4% |
| 5Y | +14.2% | +31.2% | -17.0% | -6.5% |
| All | +14.2% | +32.3% | -18.1% | -6.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling