+40,736.5%
ADI vs SHW
+21,699.3%
+19,037.2%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.2% | -2.6% | -2.7% |
| 7D | +9.5% | +1.9% | +7.6% | +8.6% |
| 30D | -1.4% | +8.1% | -9.4% | -5.3% |
| 3M | +4.7% | -2.8% | +7.5% | +5.5% |
| 6M | -7.4% | +15.0% | -22.5% | -14.5% |
| YTD | +48.1% | +9.0% | +39.1% | +39.9% |
| 1Y | +69.6% | +4.5% | +65.2% | +63.5% |
| 3Y | +144.4% | +41.9% | +102.5% | +103.0% |
| 5Y | +134.1% | +10.7% | +123.4% | +112.6% |
| 10Y | +632.8% | +340.4% | +292.4% | +256.1% |
| All | +40,736.5% | +21,699.3% | +19,037.2% | +3,122.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling