+356.5%
SHW vs URI
+1,313.6%
-957.2%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +6.9% | -2.9% | +2.1% |
| 7D | +1.6% | -4.0% | +5.6% | +2.6% |
| 30D | +12.1% | +6.8% | +5.3% | +9.7% |
| 3M | -3.0% | -2.8% | -0.2% | -2.6% |
| 6M | +13.5% | +20.9% | -7.3% | +6.4% |
| YTD | +11.2% | +40.2% | -29.0% | -1.6% |
| 1Y | +6.2% | +34.1% | -27.9% | -4.9% |
| 3Y | +45.6% | +164.1% | -118.5% | +3.2% |
| 5Y | +15.6% | +199.3% | -183.8% | -23.8% |
| 10Y | +356.5% | +1,218.8% | -862.4% | +81.5% |
| All | +356.5% | +1,313.6% | -957.2% | +81.5% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 10y: compounded portfolio wealth divided by compounded URI 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…
10y analysis · Full analysis span regression · 6 months rolling