+6,543.5%
SHW vs IBN
+1,532.9%
+5,010.6%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.2% | +0.6% |
| 7D | -3.2% | +1.4% | -4.6% | -3.5% |
| 30D | -9.5% | -0.3% | -9.2% | -9.5% |
| 3M | +11.5% | +17.1% | -5.6% | +8.7% |
| 6M | -3.5% | +3.4% | -6.9% | -4.0% |
| YTD | +3.7% | +2.5% | +1.2% | +3.3% |
| 1Y | -7.9% | -4.2% | -3.7% | -7.4% |
| 3Y | +24.7% | +32.4% | -7.7% | +18.5% |
| 5Y | +13.6% | +59.2% | -45.6% | +4.4% |
| 10Y | +283.0% | +345.7% | -62.7% | +188.6% |
| All | +6,543.5% | +1,532.9% | +5,010.6% | +3,648.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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