+346.7%
SHW vs PWR
+1,887.5%
-1,540.8%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.3% | -4.1% | -1.0% |
| 7D | -2.1% | +4.7% | -6.9% | -3.5% |
| 30D | +11.1% | -12.5% | +23.6% | +13.7% |
| 3M | -2.2% | -9.3% | +7.2% | -1.2% |
| 6M | +14.3% | -22.2% | +36.5% | +19.3% |
| YTD | +10.6% | +44.2% | -33.6% | -5.4% |
| 1Y | +4.1% | +35.5% | -31.5% | -9.5% |
| 3Y | +42.9% | +250.4% | -207.6% | -14.1% |
| 5Y | +14.2% | +425.6% | -411.4% | -42.1% |
| 10Y | +346.7% | +1,874.2% | -1,527.5% | +25.4% |
| All | +346.7% | +1,887.5% | -1,540.8% | +25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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