+21.3%
SHW vs SU
+120.0%
-98.6%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +2.0% | +1.8% |
| 7D | -3.1% | +2.2% | -5.3% | -3.0% |
| 30D | -10.0% | +8.4% | -18.5% | -9.5% |
| 3M | +2.3% | +12.1% | -9.8% | +3.1% |
| 6M | +0.7% | +19.7% | -19.0% | +0.7% |
| YTD | +0.5% | +58.4% | -57.9% | -1.3% |
| 1Y | -11.5% | +67.2% | -78.7% | -13.3% |
| 3Y | +21.3% | +125.0% | -103.7% | +17.6% |
| All | +21.3% | +120.0% | -98.6% | +17.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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