+272,232.7%
AMZN vs SHW
+5,238.4%
+266,994.3%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | +2.8% | +1.9% | +0.9% | +2.0% |
| 30D | +5.0% | +8.1% | -3.1% | +1.0% |
| 3M | +0.6% | -2.8% | +3.4% | +1.3% |
| 6M | -1.3% | +15.0% | -16.3% | -8.3% |
| YTD | +15.5% | +9.0% | +6.5% | +9.2% |
| 1Y | +12.2% | +4.5% | +7.8% | +8.1% |
| 3Y | +87.0% | +41.9% | +45.2% | +54.6% |
| 5Y | +51.3% | +10.7% | +40.6% | +37.1% |
| 10Y | +621.7% | +340.4% | +281.3% | +236.7% |
| All | +272,232.7% | +5,238.4% | +266,994.3% | +32,060.8% |
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