-12.3%
SHW vs IBB
+45.6%
-57.9%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.2% | -0.1% | -1.3% |
| 7D | -1.2% | -1.7% | +0.5% | -0.4% |
| 30D | -11.6% | +4.9% | -16.5% | -13.6% |
| 3M | +9.1% | +24.2% | -15.1% | -1.4% |
| 6M | -0.7% | +23.8% | -24.5% | -10.2% |
| YTD | +1.4% | +23.0% | -21.6% | -8.8% |
| 1Y | -12.3% | +46.2% | -58.4% | -26.9% |
| All | -12.3% | +45.6% | -57.9% | -26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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