+23.4%
SHW vs OPEN
-19.6%
+43.0%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.5% | +0.3% | -2.1% |
| 7D | -1.2% | +1.0% | -2.2% | -1.2% |
| 30D | -11.6% | -11.9% | +0.3% | -11.0% |
| 3M | +9.1% | -28.8% | +37.9% | +11.0% |
| 6M | -0.7% | -38.6% | +37.9% | +1.5% |
| YTD | +1.4% | -47.3% | +48.7% | +4.2% |
| 1Y | -12.3% | -49.2% | +36.9% | -11.7% |
| 3Y | +23.4% | -18.8% | +42.2% | +13.4% |
| All | +23.4% | -19.6% | +43.0% | +13.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling