+278.7%
AMD vs SHW
+14.9%
+263.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.1% | +7.2% | +7.3% |
| 7D | +13.1% | -2.1% | +15.2% | +14.8% |
| 30D | -7.0% | +11.1% | -18.1% | -12.1% |
| 3M | +16.6% | -2.2% | +18.7% | +17.2% |
| 6M | +20.5% | +14.3% | +6.2% | +9.6% |
| YTD | +158.2% | +10.6% | +147.6% | +137.1% |
| 1Y | +132.8% | +4.1% | +128.7% | +121.3% |
| 3Y | +366.2% | +42.9% | +323.4% | +247.3% |
| 5Y | +278.7% | +14.2% | +264.5% | +208.0% |
| All | +278.7% | +14.9% | +263.8% | +208.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling