+26.4%
SHW vs BIL
+14.1%
+12.3%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.6% |
| 7D | -3.2% | +0.1% | -3.3% | -2.8% |
| 30D | -9.5% | +0.3% | -9.8% | -8.0% |
| 3M | +11.5% | +0.9% | +10.5% | +17.4% |
| 6M | -3.5% | +1.8% | -5.4% | +7.6% |
| YTD | +3.7% | +2.4% | +1.3% | +20.3% |
| 1Y | -7.9% | +3.7% | -11.6% | +15.1% |
| All | +26.4% | +14.1% | +12.3% | +232.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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