+4.1%
SHW vs WM
+21.2%
-17.1%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.1% | -0.2% |
| 7D | -2.1% | +0.8% | -2.9% | -2.4% |
| 30D | +11.1% | +13.8% | -2.7% | +8.2% |
| 3M | -2.2% | +6.4% | -8.5% | -3.8% |
| 6M | +14.3% | +13.2% | +1.1% | +11.6% |
| YTD | +10.6% | +10.8% | -0.2% | +5.2% |
| 1Y | +4.1% | +20.2% | -16.1% | -3.5% |
| All | +4.1% | +21.2% | -17.1% | -3.5% |
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