+4.5%
SHW vs WM
+21.5%
-17.0%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | +1.9% | +3.2% | -1.3% | +1.0% |
| 30D | +8.1% | +13.0% | -5.0% | +5.2% |
| 3M | -2.8% | +9.2% | -12.0% | -5.0% |
| 6M | +15.0% | +13.6% | +1.4% | +11.9% |
| YTD | +9.0% | +12.4% | -3.4% | +3.2% |
| 1Y | +4.5% | +21.2% | -16.7% | -3.4% |
| All | +4.5% | +21.5% | -17.0% | -3.4% |
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