+59.0%
SHW vs NXT
+231.9%
-172.9%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | +0.1% |
| 7D | -2.1% | -5.7% | +3.6% | -1.7% |
| 30D | +11.1% | +18.5% | -7.4% | +9.5% |
| 3M | -2.2% | -4.1% | +1.9% | -2.2% |
| 6M | +14.3% | -20.3% | +34.7% | +15.0% |
| YTD | +10.6% | +15.5% | -4.9% | +7.7% |
| 1Y | +4.1% | -5.0% | +9.0% | +2.6% |
| 3Y | +42.9% | +191.6% | -148.8% | +24.0% |
| All | +59.0% | +231.9% | -172.9% | +35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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