+273.5%
SHW vs SPXU
-99.5%
+373.1%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.8% | -2.8% | -0.4% |
| 7D | -4.5% | +6.4% | -10.8% | -2.6% |
| 30D | -12.7% | +5.9% | -18.6% | -11.0% |
| 3M | +4.7% | -11.7% | +16.4% | +1.6% |
| 6M | -3.4% | -28.7% | +25.3% | -11.2% |
| YTD | -1.3% | -26.4% | +25.0% | -8.0% |
| 1Y | -10.4% | -35.2% | +24.9% | -19.2% |
| 3Y | +20.1% | -79.8% | +99.9% | -17.3% |
| 5Y | +10.5% | -86.1% | +96.5% | -22.4% |
| All | +273.5% | -99.5% | +373.1% | +13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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