+284.1%
SHW vs NDAQ
+374.8%
-90.7%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.8% | -1.2% |
| 7D | -3.2% | -1.6% | -1.6% | -2.5% |
| 30D | -11.4% | -1.5% | -9.9% | -10.8% |
| 3M | +3.5% | +8.0% | -4.6% | -0.9% |
| 6M | -3.4% | +7.7% | -11.1% | -7.8% |
| YTD | -0.3% | -2.3% | +2.0% | -0.7% |
| 1Y | -10.4% | +0.6% | -11.0% | -12.4% |
| 3Y | +21.3% | +90.9% | -69.6% | -17.6% |
| 5Y | +12.9% | +52.5% | -39.6% | -14.7% |
| 10Y | +284.1% | +380.3% | -96.2% | +61.5% |
| All | +284.1% | +374.8% | -90.7% | +61.5% |
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