-10.4%
SHW vs SPXU
-34.8%
+24.5%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.8% | -2.8% | -0.5% |
| 7D | -4.5% | +6.4% | -10.8% | -2.8% |
| 30D | -12.7% | +5.9% | -18.6% | -11.1% |
| 3M | +4.7% | -11.7% | +16.4% | +2.1% |
| 6M | -3.4% | -28.7% | +25.3% | -11.0% |
| YTD | -1.3% | -26.4% | +25.0% | -8.3% |
| 1Y | -10.4% | -35.2% | +24.9% | -19.3% |
| All | -10.4% | -34.8% | +24.5% | -19.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling