+21,774.2%
SHW vs OMC
+6,536.5%
+15,237.7%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -2.1% | +1.6% | -3.7% | -2.6% |
| 30D | +11.1% | +15.3% | -4.2% | +6.4% |
| 3M | -2.2% | +4.5% | -6.6% | -3.5% |
| 6M | +14.3% | +20.8% | -6.4% | +7.5% |
| YTD | +10.6% | +13.5% | -2.9% | +4.8% |
| 1Y | +4.1% | +25.2% | -21.2% | -4.6% |
| 3Y | +42.9% | +30.5% | +12.4% | +27.9% |
| 5Y | +14.2% | +52.7% | -38.5% | -3.8% |
| 10Y | +346.7% | +55.2% | +291.5% | +258.2% |
| All | +21,774.2% | +6,536.5% | +15,237.7% | +7,773.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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