+44.5%
AAPL vs SHW
-10.7%
+55.3%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.0% | +4.6% | +3.7% |
| 7D | -0.5% | -4.5% | +4.0% | +0.2% |
| 30D | +7.1% | -12.7% | +19.8% | +9.5% |
| 3M | +12.1% | +4.7% | +7.4% | +11.3% |
| 6M | +25.4% | -3.4% | +28.9% | +26.0% |
| YTD | +20.5% | -1.3% | +21.8% | +21.2% |
| 1Y | +44.5% | -10.4% | +54.9% | +46.2% |
| All | +44.5% | -10.7% | +55.3% | +46.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling