-7.9%
SHW vs BNY
+59.6%
-67.5%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.1% | +0.4% |
| 7D | -3.2% | +1.4% | -4.7% | -3.4% |
| 30D | -9.5% | +3.8% | -13.4% | -10.0% |
| 3M | +11.5% | +14.9% | -3.5% | +8.8% |
| 6M | -3.5% | +40.3% | -43.9% | -8.8% |
| YTD | +3.7% | +43.8% | -40.0% | -3.1% |
| 1Y | -7.9% | +58.9% | -66.8% | -15.3% |
| All | -7.9% | +59.6% | -67.5% | -15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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