+114.2%
ADI vs SHW
+23.1%
+91.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.3% | +2.5% | +1.4% |
| 7D | +2.4% | -1.2% | +3.6% | +3.0% |
| 30D | -6.6% | -11.6% | +5.0% | -1.0% |
| 3M | -9.8% | +9.1% | -18.9% | -14.9% |
| 6M | +15.7% | -0.7% | +16.3% | +14.7% |
| YTD | +35.1% | +1.4% | +33.8% | +32.2% |
| 1Y | +47.7% | -12.3% | +60.0% | +56.5% |
| All | +114.2% | +23.1% | +91.1% | +89.8% |
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