+109.8%
AAPL vs SHW
+14.0%
+95.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.4% | +0.3% |
| 7D | -3.0% | -3.2% | +0.2% | -1.8% |
| 30D | +2.3% | -11.4% | +13.7% | +7.0% |
| 3M | +8.6% | +3.5% | +5.1% | +6.6% |
| 6M | +21.6% | -3.4% | +24.9% | +22.1% |
| YTD | +16.3% | -0.3% | +16.6% | +15.0% |
| 1Y | +35.1% | -10.4% | +45.5% | +39.2% |
| 3Y | +79.4% | +21.3% | +58.1% | +61.3% |
| 5Y | +109.8% | +12.9% | +97.0% | +80.3% |
| All | +109.8% | +14.0% | +95.8% | +80.3% |
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