-3.5%
SHW vs IRE
-45.0%
+41.5%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +14.0% | -13.5% | +0.2% |
| 7D | -3.2% | +54.8% | -58.0% | -3.8% |
| 30D | -9.5% | +18.4% | -27.9% | -9.9% |
| 3M | +11.5% | -66.7% | +78.2% | +14.5% |
| 6M | -3.5% | -52.3% | +48.8% | -5.5% |
| All | -3.5% | -45.0% | +41.5% | -5.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 6mo: compounded portfolio wealth divided by compounded IRE 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…
6mo analysis · Full analysis span regression · 6 months rolling