+69.6%
ADI vs SHW
+3.5%
+66.1%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.2% | -2.6% | -2.7% |
| 7D | +9.5% | +1.9% | +7.6% | +8.9% |
| 30D | -1.4% | +8.1% | -9.4% | -3.7% |
| 3M | +4.7% | -2.8% | +7.5% | +5.9% |
| 6M | -7.4% | +15.0% | -22.5% | -13.5% |
| YTD | +48.1% | +9.0% | +39.1% | +40.1% |
| 1Y | +69.6% | +4.5% | +65.2% | +67.1% |
| All | +69.6% | +3.5% | +66.1% | +67.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling