+151.2%
ADI vs SHW
+43.3%
+107.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.1% | +3.9% | +4.0% |
| 7D | +0.7% | -2.1% | +2.8% | +1.8% |
| 30D | +0.7% | +11.1% | -10.4% | -4.3% |
| 3M | +6.5% | -2.2% | +8.6% | +7.3% |
| 6M | -2.7% | +14.3% | -17.0% | -10.2% |
| YTD | +52.2% | +10.6% | +41.6% | +42.6% |
| 1Y | +77.5% | +4.1% | +73.4% | +72.0% |
| All | +151.2% | +43.3% | +107.9% | +105.3% |
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