+10.0%
SHW vs EQT
+197.4%
-187.4%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.6% | -1.0% |
| 7D | -4.5% | -1.2% | -3.3% | -4.4% |
| 30D | -12.7% | +1.1% | -13.8% | -12.7% |
| 3M | +4.7% | +4.8% | -0.1% | +4.3% |
| 6M | -3.4% | -10.6% | +7.2% | -2.9% |
| YTD | -1.3% | +3.4% | -4.8% | -1.8% |
| 1Y | -10.4% | +8.7% | -19.0% | -11.2% |
| 3Y | +20.1% | +35.0% | -14.9% | +15.9% |
| All | +10.0% | +197.4% | -187.4% | +4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 5y: compounded portfolio wealth divided by compounded EQT 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…
5y analysis · Full analysis span regression · 6 months rolling