+19,779.0%
SHW vs BNY
+8,074.1%
+11,704.8%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | -3.1% | -1.3% | -1.8% | -2.7% |
| 30D | -10.0% | -0.2% | -9.9% | -10.0% |
| 3M | +2.3% | +14.9% | -12.7% | -2.0% |
| 6M | +0.7% | +40.0% | -39.3% | -9.0% |
| YTD | +0.5% | +42.0% | -41.5% | -9.8% |
| 1Y | -11.5% | +56.9% | -68.3% | -22.9% |
| 3Y | +21.3% | +289.9% | -268.5% | -19.4% |
| 5Y | +12.5% | +259.2% | -246.7% | -24.4% |
| 10Y | +287.3% | +413.3% | -126.0% | +127.1% |
| All | +19,779.0% | +8,074.1% | +11,704.8% | +4,371.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling