+93.7%
SHW vs OPEN
-87.8%
+181.5%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -7.1% | +6.4% | -0.2% |
| 7D | +4.2% | -24.7% | +29.0% | +6.0% |
| 30D | +11.3% | -41.0% | +52.3% | +14.9% |
| 3M | -1.8% | -62.4% | +60.6% | +4.3% |
| 6M | +12.7% | -73.9% | +86.6% | +22.0% |
| YTD | +10.4% | -77.5% | +88.0% | +20.1% |
| 1Y | +4.7% | -83.6% | +88.3% | +15.7% |
| 3Y | +42.7% | -37.0% | +79.7% | +29.7% |
| 5Y | +14.5% | -93.3% | +107.8% | +6.6% |
| All | +93.7% | -87.8% | +181.5% | +70.9% |
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