+12.9%
SHW vs MET
+82.9%
-70.1%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -1.7% |
| 7D | -3.2% | -0.8% | -2.4% | -2.9% |
| 30D | -11.4% | -1.4% | -10.0% | -11.0% |
| 3M | +3.5% | +12.5% | -9.0% | -1.3% |
| 6M | -3.4% | +37.1% | -40.4% | -14.7% |
| YTD | -0.3% | +23.8% | -24.1% | -8.8% |
| 1Y | -10.4% | +24.1% | -34.6% | -18.3% |
| 3Y | +21.3% | +65.2% | -43.9% | -2.4% |
| 5Y | +12.9% | +82.3% | -69.4% | -11.8% |
| All | +12.9% | +82.9% | -70.1% | -11.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling