+340.7%
SHW vs HDB
+61.4%
+279.4%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -0.9% |
| 7D | +4.2% | +12.7% | -8.5% | +1.0% |
| 30D | +11.3% | +16.6% | -5.3% | +6.9% |
| 3M | -1.8% | +10.8% | -12.6% | -4.6% |
| 6M | +12.7% | +3.8% | +8.9% | +11.1% |
| YTD | +10.4% | -28.9% | +39.3% | +19.4% |
| 1Y | +4.7% | -28.0% | +32.7% | +12.8% |
| 3Y | +42.7% | -7.2% | +49.8% | +42.0% |
| 5Y | +14.5% | -22.2% | +36.8% | +17.6% |
| 10Y | +340.7% | +63.6% | +277.2% | +275.2% |
| All | +340.7% | +61.4% | +279.4% | +275.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling