+261.9%
AMD vs SHW
+43.1%
+218.7%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -4.0% | -13.3% | -16.2% |
| 7D | -28.6% | +5.7% | -34.3% | -29.6% |
| 30D | -37.7% | +8.7% | -46.4% | -39.3% |
| 3M | -16.1% | -5.4% | -10.7% | -14.4% |
| 6M | +13.8% | +12.2% | +1.6% | +7.9% |
| YTD | +88.8% | +8.5% | +80.4% | +79.5% |
| 1Y | +57.8% | +4.9% | +52.8% | +52.1% |
| All | +261.9% | +43.1% | +218.7% | +187.0% |
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 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