+6,191.1%
SHW vs MET
+1,300.1%
+4,890.9%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.6% | +2.1% | +0.9% |
| 7D | -3.2% | +1.2% | -4.4% | -3.6% |
| 30D | -9.5% | +1.4% | -10.9% | -10.0% |
| 3M | +11.5% | +17.7% | -6.2% | +6.5% |
| 6M | -3.5% | +35.0% | -38.5% | -11.3% |
| YTD | +3.7% | +26.3% | -22.6% | -3.0% |
| 1Y | -7.9% | +22.8% | -30.7% | -13.4% |
| 3Y | +24.7% | +65.9% | -41.2% | +7.3% |
| 5Y | +13.6% | +85.4% | -71.8% | -6.0% |
| 10Y | +283.0% | +253.7% | +29.2% | +156.2% |
| All | +6,191.1% | +1,300.1% | +4,890.9% | +2,233.1% |
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