+0.2%
SHW vs Q
+71.3%
-71.1%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | +0.2% |
| 7D | -3.2% | +0.2% | -3.5% | -3.3% |
| 30D | -9.5% | -11.1% | +1.6% | -8.4% |
| 3M | +11.5% | -22.1% | +33.6% | +13.7% |
| 6M | -3.5% | +0.5% | -4.0% | -6.9% |
| YTD | +3.7% | +47.8% | -44.1% | -4.2% |
| All | +0.2% | +71.3% | -71.1% | -5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 1y: compounded portfolio wealth divided by compounded Q 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…
1y analysis · Full analysis span regression · 6 months rolling