+5,010.9%
SHW vs NDAQ
+2,658.0%
+2,353.0%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | -2.1% | 0.0% | -2.1% | -2.1% |
| 30D | +11.1% | +16.3% | -5.2% | +6.9% |
| 3M | -2.2% | +15.8% | -18.0% | -5.8% |
| 6M | +14.3% | +24.8% | -10.5% | +7.7% |
| YTD | +10.6% | +14.1% | -3.5% | +6.1% |
| 1Y | +4.1% | +26.5% | -22.5% | -2.9% |
| 3Y | +42.9% | +119.1% | -76.3% | +15.4% |
| 5Y | +14.2% | +70.9% | -56.7% | -2.3% |
| 10Y | +346.7% | +479.7% | -133.0% | +188.7% |
| All | +5,010.9% | +2,658.0% | +2,353.0% | +2,320.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling