+278.3%
SHW vs THC
+952.2%
-674.0%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.3% | 0.0% | -1.9% |
| 7D | -1.2% | -2.6% | +1.4% | -0.8% |
| 30D | -11.6% | -1.2% | -10.4% | -11.5% |
| 3M | +9.1% | +58.9% | -49.8% | +1.2% |
| 6M | -0.7% | +9.3% | -10.0% | -2.5% |
| YTD | +1.4% | +30.4% | -29.0% | -3.5% |
| 1Y | -12.3% | +34.6% | -46.9% | -17.1% |
| 3Y | +23.4% | +246.7% | -223.3% | -1.2% |
| 5Y | +15.0% | +244.5% | -229.5% | -10.5% |
| 10Y | +278.3% | +950.1% | -671.8% | +132.8% |
| All | +278.3% | +952.2% | -674.0% | +132.8% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded THC 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling