+1,876.4%
SHW vs BND
+76.8%
+1,799.7%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -3.2% | -0.1% | -3.1% | -3.2% |
| 30D | -9.5% | -0.4% | -9.2% | -9.4% |
| 3M | +11.5% | -0.6% | +12.1% | +11.7% |
| 6M | -3.5% | -1.4% | -2.1% | -3.2% |
| YTD | +3.7% | -0.2% | +4.0% | +3.9% |
| 1Y | -7.9% | +1.3% | -9.2% | -8.0% |
| 3Y | +24.7% | +13.2% | +11.5% | +23.7% |
| 5Y | +13.6% | -1.6% | +15.1% | +5.4% |
| 10Y | +283.0% | +15.5% | +267.5% | +301.3% |
| All | +1,876.4% | +76.8% | +1,799.7% | +2,883.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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