+87.6%
SHW vs OPEN
-87.0%
+174.6%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -21.8% | +20.4% | +0.1% |
| 7D | +3.5% | -22.2% | +25.7% | +5.0% |
| 30D | +9.2% | -38.3% | +47.6% | +12.5% |
| 3M | -5.1% | -59.4% | +54.3% | +0.3% |
| 6M | +6.8% | -74.4% | +81.2% | +15.8% |
| YTD | +7.0% | -76.0% | +82.9% | +15.8% |
| 1Y | +4.1% | -78.7% | +82.8% | +13.0% |
| 3Y | +41.1% | -30.0% | +71.1% | +27.3% |
| 5Y | +12.9% | -93.7% | +106.6% | +4.8% |
| All | +87.6% | -87.0% | +174.6% | +64.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling