+10.5%
SHW vs UUUU
+111.0%
-100.5%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.3% | +5.3% | -0.6% |
| 7D | -4.5% | -5.0% | +0.6% | -4.2% |
| 30D | -12.7% | -7.8% | -4.9% | -12.3% |
| 3M | +4.7% | -0.4% | +5.1% | +4.4% |
| 6M | -3.4% | -32.9% | +29.5% | -1.9% |
| YTD | -1.3% | -6.3% | +4.9% | -2.6% |
| 1Y | -10.4% | +7.9% | -18.3% | -13.3% |
| 3Y | +20.1% | +85.2% | -65.1% | +7.7% |
| 5Y | +10.5% | +97.0% | -86.5% | -4.4% |
| All | +10.5% | +111.0% | -100.5% | -4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 5y: compounded portfolio wealth divided by compounded UUUU 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…
5y analysis · Full analysis span regression · 6 months rolling