+7.0%
SHW vs TRI
-22.4%
+29.4%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +6.4% | +0.2% | +6.2% |
| 7D | +13.3% | +1.0% | +12.3% | +13.2% |
| 30D | +14.1% | +20.8% | -6.6% | +13.7% |
| 3M | +0.8% | +8.1% | -7.3% | +0.4% |
| 6M | +17.6% | +24.2% | -6.5% | +16.7% |
| YTD | +13.0% | -7.8% | +20.8% | +20.3% |
| 1Y | +7.0% | -16.7% | +23.7% | +16.9% |
| All | +7.0% | -22.4% | +29.4% | +16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 1y: compounded portfolio wealth divided by compounded TRI 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…
1y analysis · Full analysis span regression · 6 months rolling