+6,974.1%
SHW vs IBN
+1,779.7%
+5,194.4%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.2% | -2.0% | -0.9% |
| 7D | +4.2% | +15.8% | -11.5% | +1.7% |
| 30D | +11.3% | +25.1% | -13.8% | +7.3% |
| 3M | -1.8% | +16.0% | -17.8% | -4.2% |
| 6M | +12.7% | +32.8% | -20.1% | +7.6% |
| YTD | +10.4% | +18.0% | -7.6% | +7.5% |
| 1Y | +4.7% | +15.9% | -11.2% | +2.2% |
| 3Y | +42.7% | +57.6% | -15.0% | +31.8% |
| 5Y | +14.5% | +74.7% | -60.1% | +3.8% |
| 10Y | +340.7% | +373.9% | -33.2% | +229.0% |
| All | +6,974.1% | +1,779.7% | +5,194.4% | +3,799.8% |
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