+334.4%
AMD vs SHW
+44.1%
+290.3%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +3.3% | +11.5% | +13.8% |
| 7D | +6.5% | +4.2% | +2.2% | +5.7% |
| 30D | -15.3% | +11.3% | -26.5% | -18.0% |
| 3M | +9.7% | -1.8% | +11.5% | +10.6% |
| 6M | +13.2% | +12.7% | +0.5% | +7.3% |
| YTD | +140.6% | +10.4% | +130.1% | +127.6% |
| 1Y | +111.2% | +4.7% | +106.5% | +104.5% |
| 3Y | +334.4% | +42.7% | +291.8% | +238.9% |
| All | +334.4% | +44.1% | +290.3% | +238.9% |
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