+91.6%
SHW vs OPEN
-88.5%
+180.1%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -9.5% | +8.3% | -0.6% |
| 7D | +0.7% | -31.0% | +31.7% | +3.0% |
| 30D | +8.4% | -41.5% | +49.9% | +12.0% |
| 3M | -2.2% | -64.6% | +62.4% | +4.2% |
| 6M | +13.3% | -73.8% | +87.1% | +22.7% |
| YTD | +9.2% | -78.8% | +88.0% | +19.2% |
| 1Y | +2.9% | -86.8% | +89.7% | +15.3% |
| 3Y | +41.1% | -40.6% | +81.7% | +28.7% |
| 5Y | +11.0% | -94.7% | +105.6% | +4.0% |
| All | +91.6% | -88.5% | +180.1% | +69.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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