+337.7%
SHW vs NDAQ
+471.8%
-134.1%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.1% |
| 7D | +1.9% | +1.3% | +0.7% | +1.3% |
| 30D | +8.1% | +18.0% | -9.9% | -0.3% |
| 3M | -2.8% | +11.5% | -14.3% | -8.0% |
| 6M | +15.0% | +21.1% | -6.0% | +3.9% |
| YTD | +9.0% | +12.8% | -3.8% | +1.0% |
| 1Y | +4.5% | +25.7% | -21.2% | -8.7% |
| 3Y | +41.9% | +116.8% | -75.0% | -9.4% |
| 5Y | +10.7% | +67.3% | -56.5% | -19.7% |
| All | +337.7% | +471.8% | -134.1% | +68.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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