-26.3%
APH vs SHW
-7.8%
-18.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -1.5% | -46.3% | -47.4% |
| 7D | -48.7% | -3.3% | -45.4% | -48.2% |
| 30D | -51.9% | -9.5% | -42.4% | -51.0% |
| 3M | -43.6% | +11.5% | -55.0% | -45.1% |
| 6M | -37.5% | -3.5% | -34.0% | -38.9% |
| YTD | -38.6% | +3.7% | -42.4% | -39.6% |
| 1Y | -26.3% | -7.9% | -18.4% | -30.6% |
| All | -26.3% | -7.8% | -18.5% | -30.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling