+5.6%
SHW vs WM
+22.5%
-17.0%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.2% | -5.2% | -4.3% |
| 7D | +5.7% | +4.5% | +1.2% | +4.5% |
| 30D | +8.7% | +16.1% | -7.4% | +5.4% |
| 3M | -5.4% | +8.0% | -13.4% | -7.2% |
| 6M | +12.2% | +8.4% | +3.8% | +9.8% |
| YTD | +8.5% | +11.2% | -2.7% | +3.1% |
| All | +5.6% | +22.5% | -17.0% | -2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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