+291.1%
APH vs SHW
+27.6%
+263.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.4% | +0.7% |
| 7D | +5.0% | -3.2% | +8.2% | +6.1% |
| 30D | -3.9% | -9.5% | +5.6% | -0.6% |
| 3M | +13.0% | +11.5% | +1.5% | +7.2% |
| 6M | +25.2% | -3.5% | +28.7% | +25.5% |
| YTD | +22.9% | +3.7% | +19.2% | +19.3% |
| 1Y | +47.8% | -7.9% | +55.7% | +50.0% |
| All | +291.1% | +27.6% | +263.4% | +232.7% |
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