+2,288.9%
SHW vs SPXU
-100.0%
+2,388.9%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.2% | -1.4% | +0.2% |
| 7D | +1.9% | -7.6% | +9.5% | -0.2% |
| 30D | +8.1% | +5.3% | +2.7% | +10.3% |
| 3M | -2.8% | +9.6% | -12.4% | +0.7% |
| 6M | +15.0% | -4.5% | +19.6% | +15.3% |
| YTD | +9.0% | -25.9% | +34.9% | +2.8% |
| 1Y | +4.5% | -28.9% | +33.3% | -2.5% |
| 3Y | +41.9% | -80.5% | +122.3% | -1.7% |
| 5Y | +10.7% | -83.4% | +94.1% | -16.6% |
| 10Y | +340.4% | -99.5% | +439.9% | +62.1% |
| All | +2,288.9% | -100.0% | +2,388.9% | +286.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling