+4,694.2%
SHW vs NDAQ
+2,327.9%
+2,366.3%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.9% | +2.3% | +0.9% |
| 7D | -3.2% | -2.4% | -0.8% | -2.6% |
| 30D | -9.5% | +2.5% | -12.0% | -10.1% |
| 3M | +11.5% | +9.9% | +1.5% | +8.6% |
| 6M | -3.5% | +9.4% | -13.0% | -6.1% |
| YTD | +3.7% | +0.4% | +3.3% | +2.8% |
| 1Y | -7.9% | +4.0% | -11.9% | -9.6% |
| 3Y | +24.7% | +94.4% | -69.7% | +3.9% |
| 5Y | +13.6% | +56.7% | -43.1% | -0.6% |
| 10Y | +283.0% | +375.3% | -92.3% | +159.5% |
| All | +4,694.2% | +2,327.9% | +2,366.3% | +2,246.4% |
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