+6,195.6%
SHW vs HDB
+3,812.1%
+2,383.4%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.9% | +0.5% |
| 7D | -3.2% | +0.4% | -3.7% | -3.3% |
| 30D | -9.5% | -2.8% | -6.7% | -8.9% |
| 3M | +11.5% | -3.5% | +15.0% | +12.2% |
| 6M | -3.5% | -24.7% | +21.2% | +2.8% |
| YTD | +3.7% | -36.6% | +40.3% | +14.9% |
| 1Y | -7.9% | -34.4% | +26.5% | +1.1% |
| 3Y | +24.7% | -24.4% | +49.1% | +30.7% |
| 5Y | +13.6% | -35.4% | +48.9% | +22.1% |
| 10Y | +283.0% | +39.5% | +243.4% | +229.8% |
| All | +6,195.6% | +3,812.1% | +2,383.4% | +2,825.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling