+21,774.2%
SHW vs TECH
+101,570.6%
-79,796.4%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -2.1% | +0.1% | -2.2% | -2.1% |
| 30D | +11.1% | +0.3% | +10.8% | +11.1% |
| 3M | -2.2% | +1.0% | -3.2% | -2.3% |
| 6M | +14.3% | +54.0% | -39.6% | +6.9% |
| YTD | +10.6% | +24.3% | -13.7% | +5.9% |
| 1Y | +4.1% | +23.7% | -19.6% | -0.3% |
| 3Y | +42.9% | +28.5% | +14.4% | +34.0% |
| 5Y | +14.2% | -41.2% | +55.4% | +18.4% |
| 10Y | +346.7% | +189.2% | +157.6% | +275.8% |
| All | +21,774.2% | +101,570.6% | -79,796.4% | +9,944.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling