+79.9%
AAPL vs SHW
+23.8%
+56.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.3% | +1.1% | -0.4% |
| 7D | -2.7% | -1.2% | -1.6% | -2.4% |
| 30D | +1.0% | -11.6% | +12.6% | +5.3% |
| 3M | +5.0% | +9.1% | -4.2% | +1.2% |
| 6M | +23.0% | -0.7% | +23.7% | +22.5% |
| YTD | +16.6% | +1.4% | +15.3% | +14.7% |
| 1Y | +33.4% | -12.3% | +45.7% | +39.4% |
| 3Y | +79.9% | +23.4% | +56.5% | +65.5% |
| All | +79.9% | +23.8% | +56.1% | +65.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling