+6,695.8%
ABT vs SHW
+21,699.3%
-15,003.5%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.2% | +1.4% | +1.2% |
| 7D | -1.3% | +1.9% | -3.2% | -1.8% |
| 30D | +6.0% | +8.1% | -2.0% | +3.8% |
| 3M | -1.9% | -2.8% | +0.9% | -1.2% |
| 6M | +31.2% | +15.0% | +16.1% | +25.9% |
| YTD | -11.2% | +9.0% | -20.2% | -13.8% |
| 1Y | -14.0% | +4.5% | -18.4% | -15.5% |
| 3Y | +20.7% | +41.9% | -21.2% | +7.9% |
| 5Y | -6.7% | +10.7% | -17.4% | -12.3% |
| 10Y | +226.3% | +340.4% | -114.1% | +115.1% |
| All | +6,695.8% | +21,699.3% | -15,003.5% | +1,415.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling