+327.2%
SMH vs SHW
+11.4%
+315.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.8% | -0.4% | +0.6% |
| 7D | +0.3% | -3.1% | +3.4% | +1.7% |
| 30D | -2.8% | -10.0% | +7.2% | +2.0% |
| 3M | -6.7% | +2.3% | -9.0% | -8.8% |
| 6M | +41.8% | +0.7% | +41.1% | +39.4% |
| YTD | +57.9% | +0.5% | +57.4% | +54.8% |
| 1Y | +87.6% | -11.5% | +99.1% | +95.8% |
| 3Y | +282.9% | +21.3% | +261.6% | +234.8% |
| All | +327.2% | +11.4% | +315.8% | +278.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SHW.
Daily Out/Under-Performance
Portfolio return minus SHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHW 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 5y: compounded portfolio wealth divided by compounded SHW 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…
5y analysis · Full analysis span regression · 6 months rolling