+278.3%
SHW vs RACE
+793.3%
-515.0%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.0% | -1.3% | -1.9% |
| 7D | -1.2% | -1.0% | -0.1% | -0.8% |
| 30D | -11.6% | -1.5% | -10.1% | -11.1% |
| 3M | +9.1% | +15.5% | -6.4% | +3.3% |
| 6M | -0.7% | +17.3% | -18.0% | -6.8% |
| YTD | +1.4% | +11.1% | -9.8% | -3.3% |
| 1Y | -12.3% | -14.3% | +2.0% | -8.6% |
| 3Y | +23.4% | +40.2% | -16.8% | +1.8% |
| 5Y | +15.0% | +92.6% | -77.6% | -18.5% |
| 10Y | +278.3% | +786.6% | -508.3% | +69.3% |
| All | +278.3% | +793.3% | -515.0% | +69.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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