+10.0%
SHW vs SU
+349.6%
-339.6%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -1.0% |
| 7D | -4.5% | +1.7% | -6.1% | -4.5% |
| 30D | -12.7% | +9.6% | -22.3% | -12.8% |
| 3M | +4.7% | +11.7% | -7.0% | +4.5% |
| 6M | -3.4% | +21.9% | -25.3% | -4.5% |
| YTD | -1.3% | +58.6% | -60.0% | -4.3% |
| 1Y | -10.4% | +66.5% | -76.9% | -13.3% |
| 3Y | +20.1% | +121.4% | -101.3% | +13.1% |
| All | +10.0% | +349.6% | -339.6% | -1.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling