+300.6%
APH vs SHW
+14.9%
+285.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -0.9% | -0.8% |
| 7D | +0.4% | -2.1% | +2.5% | +1.3% |
| 30D | -8.0% | +11.1% | -19.1% | -11.9% |
| 3M | -5.0% | -2.2% | -2.9% | -4.7% |
| 6M | +29.9% | +14.3% | +15.6% | +21.5% |
| YTD | +18.0% | +10.6% | +7.4% | +11.3% |
| 1Y | +11.3% | +4.1% | +7.3% | +7.7% |
| 3Y | +274.9% | +42.9% | +232.1% | +210.8% |
| 5Y | +300.6% | +14.2% | +286.4% | +272.8% |
| All | +300.6% | +14.9% | +285.7% | +272.8% |
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 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