+5,107.8%
SHW vs GPN
+2,449.8%
+2,658.0%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.7% | +1.0% | -0.9% |
| 7D | -3.2% | -6.2% | +3.0% | -1.4% |
| 30D | -11.4% | +1.0% | -12.4% | -11.8% |
| 3M | +3.5% | +36.9% | -33.4% | -5.8% |
| 6M | -3.4% | +16.8% | -20.1% | -8.4% |
| YTD | -0.3% | +13.2% | -13.6% | -5.5% |
| 1Y | -10.4% | +1.4% | -11.9% | -12.6% |
| 3Y | +21.3% | -28.6% | +50.0% | +27.8% |
| 5Y | +12.9% | -47.0% | +59.8% | +26.1% |
| 10Y | +284.1% | +25.2% | +258.9% | +230.2% |
| All | +5,107.8% | +2,449.8% | +2,658.0% | +2,563.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GPN.
Daily Out/Under-Performance
Portfolio return minus GPN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPN 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 GPN 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