+6,157.6%
SHW vs URI
+8,075.0%
-1,917.4%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -1.0% |
| 7D | +0.7% | +9.3% | -8.6% | -1.0% |
| 30D | +8.4% | +7.6% | +0.8% | +6.8% |
| 3M | -2.2% | +1.0% | -3.3% | -2.7% |
| 6M | +13.3% | +19.8% | -6.5% | +8.8% |
| YTD | +9.2% | +41.9% | -32.6% | +0.6% |
| 1Y | +2.9% | +33.4% | -30.5% | -4.1% |
| 3Y | +41.1% | +156.0% | -114.9% | +14.4% |
| 5Y | +11.0% | +209.5% | -198.6% | -14.6% |
| 10Y | +341.2% | +1,199.8% | -858.5% | +148.5% |
| All | +6,157.6% | +8,075.0% | -1,917.4% | +1,734.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling