+137,736.4%
AMAT vs SHW
+20,643.9%
+117,092.5%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.4% | +3.9% | +4.1% |
| 7D | -1.5% | -3.2% | +1.7% | +0.1% |
| 30D | -14.8% | -9.5% | -5.3% | -10.6% |
| 3M | -9.3% | +11.5% | -20.7% | -15.1% |
| 6M | +27.4% | -3.5% | +30.9% | +28.0% |
| YTD | +77.6% | +3.7% | +73.8% | +71.7% |
| 1Y | +188.9% | -7.9% | +196.8% | +194.5% |
| 3Y | +202.3% | +24.7% | +177.6% | +163.1% |
| 5Y | +248.9% | +13.6% | +235.3% | +213.0% |
| 10Y | +1,585.2% | +283.0% | +1,302.3% | +755.4% |
| All | +137,736.4% | +20,643.9% | +117,092.5% | +10,921.6% |
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 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