+61,451.9%
APH vs SHW
+13,841.1%
+47,610.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -1.5% | -46.3% | -47.2% |
| 7D | -48.7% | -3.3% | -45.4% | -47.7% |
| 30D | -51.9% | -9.5% | -42.4% | -49.8% |
| 3M | -43.6% | +11.5% | -55.0% | -46.1% |
| 6M | -37.5% | -3.5% | -34.0% | -36.8% |
| YTD | -38.6% | +3.7% | -42.4% | -39.9% |
| 1Y | -26.3% | -7.9% | -18.4% | -24.7% |
| 3Y | +89.2% | +24.7% | +64.5% | +69.8% |
| 5Y | +119.8% | +13.6% | +106.2% | +100.6% |
| 10Y | +454.3% | +283.0% | +171.3% | +211.2% |
| All | +61,451.9% | +13,841.1% | +47,610.8% | +11,174.6% |
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 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