-7.9%
SHW vs WCC
+61.8%
-69.7%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.9% | -3.4% | -0.3% |
| 7D | -3.2% | +4.5% | -7.7% | -4.0% |
| 30D | -9.5% | -5.8% | -3.7% | -8.6% |
| 3M | +11.5% | -3.7% | +15.1% | +11.9% |
| 6M | -3.5% | +23.1% | -26.6% | -9.1% |
| YTD | +3.7% | +44.2% | -40.4% | -5.1% |
| 1Y | -7.9% | +62.1% | -70.0% | -17.0% |
| All | -7.9% | +61.8% | -69.7% | -17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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