+6,524.4%
SHW vs MET
+1,369.7%
+5,154.7%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -0.9% |
| 7D | +0.7% | +2.1% | -1.4% | +0.1% |
| 30D | +8.4% | +1.8% | +6.6% | +8.0% |
| 3M | -2.2% | +6.0% | -8.2% | -3.8% |
| 6M | +13.3% | +31.1% | -17.8% | +5.1% |
| YTD | +9.2% | +32.6% | -23.3% | +0.8% |
| 1Y | +2.9% | +30.5% | -27.6% | -4.6% |
| 3Y | +41.1% | +83.6% | -42.5% | +18.2% |
| 5Y | +11.0% | +84.2% | -73.2% | -7.9% |
| 10Y | +341.2% | +196.6% | +144.7% | +208.1% |
| All | +6,524.4% | +1,369.7% | +5,154.7% | +2,325.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling