+5.6%
SHW vs EXPD
+38.3%
-32.7%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.5% | +0.5% | -3.5% |
| 7D | +5.7% | -4.8% | +10.5% | +6.1% |
| 30D | +8.7% | -1.5% | +10.2% | +8.7% |
| 3M | -5.4% | +4.1% | -9.5% | -5.9% |
| 6M | +12.2% | +24.0% | -11.8% | +10.3% |
| YTD | +8.5% | +27.4% | -18.9% | +3.4% |
| All | +5.6% | +38.3% | -32.7% | -3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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