+6,225.8%
SHW vs IWD
+726.5%
+5,499.3%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +1.0% |
| 7D | -3.2% | -0.3% | -3.0% | -3.0% |
| 30D | -9.5% | +0.6% | -10.1% | -9.9% |
| 3M | +11.5% | +7.2% | +4.2% | +5.3% |
| 6M | -3.5% | +16.2% | -19.7% | -14.6% |
| YTD | +3.7% | +23.3% | -19.6% | -12.6% |
| 1Y | -7.9% | +29.6% | -37.5% | -25.5% |
| 3Y | +24.7% | +70.5% | -45.8% | -19.4% |
| 5Y | +13.6% | +73.5% | -59.9% | -27.3% |
| 10Y | +283.0% | +198.3% | +84.6% | +56.8% |
| All | +6,225.8% | +726.5% | +5,499.3% | +1,009.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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