+282.9%
SHW vs MSCI
+624.4%
-341.6%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.6% |
| 7D | -3.2% | +0.4% | -3.6% | -3.4% |
| 30D | -9.5% | +0.6% | -10.1% | -9.8% |
| 3M | +11.5% | -7.1% | +18.5% | +14.2% |
| 6M | -3.5% | +0.8% | -4.4% | -5.0% |
| YTD | +3.7% | +1.0% | +2.7% | +1.4% |
| 1Y | -7.9% | +4.3% | -12.2% | -11.4% |
| 3Y | +24.7% | +9.9% | +14.8% | +15.0% |
| 5Y | +13.6% | -6.8% | +20.3% | +8.9% |
| All | +282.9% | +624.4% | -341.6% | +69.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 10y: compounded portfolio wealth divided by compounded MSCI 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…
10y analysis · Full analysis span regression · 6 months rolling