+5,646.6%
SHW vs IBB
+554.8%
+5,091.8%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -5.0% | +1.1% | -1.7% |
| 7D | +5.7% | -3.6% | +9.3% | +7.5% |
| 30D | +8.7% | +3.4% | +5.3% | +6.9% |
| 3M | -5.4% | +9.5% | -14.9% | -9.6% |
| 6M | +12.2% | +23.3% | -11.1% | +1.6% |
| YTD | +8.5% | +24.5% | -16.1% | -2.5% |
| 1Y | +4.9% | +32.9% | -28.0% | -8.5% |
| 3Y | +42.8% | +76.6% | -33.7% | +8.7% |
| 5Y | +14.5% | +35.5% | -21.0% | -2.8% |
| 10Y | +373.0% | +156.7% | +216.2% | +198.3% |
| All | +5,646.6% | +554.8% | +5,091.8% | +1,922.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling