+41.9%
SHW vs ROIV
+357.5%
-315.7%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | -0.1% |
| 7D | +1.9% | +1.7% | +0.2% | +1.7% |
| 30D | +8.1% | +17.6% | -9.5% | +5.9% |
| 3M | -2.8% | +9.0% | -11.7% | -4.2% |
| 6M | +15.0% | +35.3% | -20.2% | +9.2% |
| YTD | +9.0% | +82.2% | -73.2% | -1.5% |
| 1Y | +4.5% | +92.3% | -87.8% | -6.6% |
| 3Y | +41.9% | +336.8% | -294.9% | +5.2% |
| All | +41.9% | +357.5% | -315.7% | +5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 3y: compounded portfolio wealth divided by compounded ROIV 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…
3y analysis · Full analysis span regression · 6 months rolling