-9.4%
SHW vs MET
+24.4%
-33.8%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -1.7% |
| 7D | -3.2% | -0.8% | -2.4% | -3.0% |
| 30D | -11.4% | -1.4% | -10.0% | -11.0% |
| 3M | +3.5% | +12.5% | -9.0% | -1.1% |
| 6M | -3.4% | +37.1% | -40.4% | -14.2% |
| YTD | -0.3% | +23.8% | -24.1% | -9.3% |
| All | -9.4% | +24.4% | -33.8% | -18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MET.
Daily Out/Under-Performance
Portfolio return minus MET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MET 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 1y: compounded portfolio wealth divided by compounded MET 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…
1y analysis · Full analysis span regression · 6 months rolling