-41.9%
ACN vs SHW
+23.8%
-65.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.3% | -1.8% | -3.4% |
| 7D | -4.8% | -1.2% | -3.6% | -4.4% |
| 30D | +1.9% | -11.6% | +13.5% | +6.1% |
| 3M | +3.9% | +9.1% | -5.2% | +0.9% |
| 6M | -15.0% | -0.7% | -14.4% | -15.2% |
| YTD | -31.9% | +1.4% | -33.3% | -32.8% |
| 1Y | -28.5% | -12.3% | -16.2% | -25.3% |
| 3Y | -41.9% | +23.4% | -65.3% | -48.3% |
| All | -41.9% | +23.8% | -65.7% | -48.3% |
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 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