+1,780.6%
SHW vs UUUU
-91.9%
+1,872.5%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.0% | -3.3% | -2.3% |
| 7D | -1.2% | +2.8% | -4.0% | -1.3% |
| 30D | -11.6% | +3.4% | -15.0% | -11.7% |
| 3M | +9.1% | -3.9% | +13.0% | +9.1% |
| 6M | -0.7% | -23.2% | +22.5% | -0.1% |
| YTD | +1.4% | +0.6% | +0.8% | +0.4% |
| 1Y | -12.3% | +22.9% | -35.1% | -14.2% |
| 3Y | +23.4% | +98.6% | -75.3% | +16.7% |
| 5Y | +15.0% | +130.2% | -115.2% | +6.7% |
| 10Y | +278.3% | +519.5% | -241.2% | +226.9% |
| All | +1,780.6% | -91.9% | +1,872.5% | +1,543.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling