+74.8%
SHW vs OPEN
-72.1%
+146.9%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.3% | +0.6% | -1.5% |
| 7D | -3.2% | -2.9% | -0.3% | -3.0% |
| 30D | -11.4% | -13.8% | +2.4% | -10.6% |
| 3M | +3.5% | -30.9% | +34.4% | +5.7% |
| 6M | -3.4% | -40.9% | +37.6% | -0.7% |
| YTD | -0.3% | -48.5% | +48.2% | +3.0% |
| 1Y | -10.4% | -50.9% | +40.5% | -9.6% |
| 3Y | +21.3% | -20.6% | +41.9% | +9.0% |
| 5Y | +12.9% | -84.2% | +97.0% | -0.4% |
| All | +74.8% | -72.1% | +146.9% | +46.5% |
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