+41.1%
SHW vs GEN
+79.4%
-38.3%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.6% | +1.2% | -0.9% |
| 7D | +3.5% | +2.3% | +1.2% | +3.1% |
| 30D | +9.2% | +33.1% | -23.8% | +3.5% |
| 3M | -5.1% | +6.5% | -11.6% | -6.6% |
| 6M | +6.8% | +53.8% | -46.9% | -3.1% |
| YTD | +7.0% | +11.2% | -4.3% | +5.4% |
| 1Y | +4.1% | +19.4% | -15.3% | +0.4% |
| 3Y | +41.1% | +81.0% | -40.0% | +21.9% |
| All | +41.1% | +79.4% | -38.3% | +21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 3y: compounded portfolio wealth divided by compounded GEN 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…
3y analysis · Full analysis span regression · 6 months rolling