-42.9%
ACN vs SHW
+14.2%
-57.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.3% | -1.8% | -3.2% |
| 7D | -4.8% | -1.2% | -3.6% | -4.3% |
| 30D | +1.9% | -11.6% | +13.5% | +7.1% |
| 3M | +3.9% | +9.1% | -5.2% | -0.1% |
| 6M | -15.0% | -0.7% | -14.4% | -15.6% |
| YTD | -31.9% | +1.4% | -33.3% | -33.2% |
| 1Y | -28.5% | -12.3% | -16.2% | -25.2% |
| 3Y | -41.9% | +23.4% | -65.3% | -49.0% |
| 5Y | -42.9% | +15.0% | -57.9% | -46.7% |
| All | -42.9% | +14.2% | -57.1% | -46.7% |
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