-10.4%
SHW vs FLEX
+101.8%
-112.2%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.4% | -0.2% | -1.6% |
| 7D | -3.2% | +6.4% | -9.6% | -3.5% |
| 30D | -11.4% | -5.9% | -5.5% | -11.2% |
| 3M | +3.5% | -23.5% | +26.9% | +4.6% |
| 6M | -3.4% | +83.7% | -87.1% | -8.0% |
| YTD | -0.3% | +86.5% | -86.8% | -5.1% |
| 1Y | -10.4% | +100.5% | -110.9% | -14.5% |
| All | -10.4% | +101.8% | -112.2% | -14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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