+37,071.2%
ADI vs SHW
+20,643.9%
+16,427.3%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +1.4% |
| 7D | +0.4% | -3.2% | +3.7% | +1.9% |
| 30D | -3.8% | -9.5% | +5.7% | +0.7% |
| 3M | -15.3% | +11.5% | -26.7% | -20.1% |
| 6M | +6.7% | -3.5% | +10.2% | +7.4% |
| YTD | +34.8% | +3.7% | +31.0% | +31.0% |
| 1Y | +49.0% | -7.9% | +56.9% | +52.5% |
| 3Y | +108.1% | +24.7% | +83.4% | +84.1% |
| 5Y | +142.4% | +13.6% | +128.8% | +118.5% |
| 10Y | +589.9% | +283.0% | +307.0% | +256.6% |
| All | +37,071.2% | +20,643.9% | +16,427.3% | +2,915.8% |
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 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