+142.9%
ADI vs SHW
+14.9%
+128.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.1% | +3.9% | +4.0% |
| 7D | +0.7% | -2.1% | +2.8% | +1.9% |
| 30D | +0.7% | +11.1% | -10.4% | -4.4% |
| 3M | +6.5% | -2.2% | +8.6% | +7.1% |
| 6M | -2.7% | +14.3% | -17.0% | -10.0% |
| YTD | +52.2% | +10.6% | +41.6% | +42.9% |
| 1Y | +77.5% | +4.1% | +73.4% | +71.7% |
| 3Y | +148.8% | +42.9% | +105.9% | +106.3% |
| 5Y | +142.9% | +14.2% | +128.7% | +120.6% |
| All | +142.9% | +14.9% | +128.0% | +120.6% |
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