+19,949.9%
SHW vs BEN
+4,901.8%
+15,048.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.1% | -2.2% |
| 7D | -1.2% | +4.7% | -5.9% | -2.6% |
| 30D | -11.6% | +2.6% | -14.2% | -12.3% |
| 3M | +9.1% | +11.5% | -2.4% | +5.3% |
| 6M | -0.7% | +35.3% | -36.0% | -10.2% |
| YTD | +1.4% | +48.6% | -47.3% | -11.2% |
| 1Y | -12.3% | +46.7% | -59.0% | -22.9% |
| 3Y | +23.4% | +57.0% | -33.6% | +3.9% |
| 5Y | +15.0% | +41.8% | -26.8% | -1.8% |
| 10Y | +278.3% | +55.2% | +223.1% | +193.5% |
| All | +19,949.9% | +4,901.8% | +15,048.1% | +5,440.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling