+20,418.4%
SHW vs WEC
+3,978.4%
+16,440.0%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +0.7% |
| 7D | -3.2% | -0.3% | -3.0% | -3.1% |
| 30D | -9.5% | -1.3% | -8.2% | -9.1% |
| 3M | +11.5% | -3.9% | +15.4% | +13.1% |
| 6M | -3.5% | -8.3% | +4.8% | -0.4% |
| YTD | +3.7% | +3.1% | +0.7% | +2.3% |
| 1Y | -7.9% | +1.9% | -9.8% | -9.0% |
| 3Y | +24.7% | +41.9% | -17.2% | +7.2% |
| 5Y | +13.6% | +30.8% | -17.2% | +0.4% |
| 10Y | +283.0% | +141.9% | +141.0% | +159.1% |
| All | +20,418.4% | +3,978.4% | +16,440.0% | +4,371.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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