+15.0%
SHW vs TECH
-41.8%
+56.8%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.1% | -2.2% |
| 7D | -1.2% | +0.2% | -1.3% | -1.2% |
| 30D | -11.6% | +0.1% | -11.7% | -11.6% |
| 3M | +9.1% | +37.5% | -28.4% | -0.1% |
| 6M | -0.7% | +34.6% | -35.2% | -9.9% |
| YTD | +1.4% | +23.5% | -22.1% | -6.2% |
| 1Y | -12.3% | +34.4% | -46.7% | -21.4% |
| 3Y | +23.4% | +2.3% | +21.1% | +15.8% |
| 5Y | +15.0% | -41.7% | +56.7% | +22.9% |
| All | +15.0% | -41.8% | +56.8% | +22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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