-37.1%
APP vs SHW
+6.6%
-43.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +4.0% | +0.8% | +5.0% |
| 7D | +79.2% | +1.6% | +77.6% | +78.1% |
| 30D | +48.0% | +12.1% | +35.9% | +46.6% |
| 3M | +18.2% | -3.0% | +21.2% | +16.7% |
| 6M | -12.5% | +13.5% | -26.0% | -10.3% |
| YTD | -39.2% | +11.2% | -50.4% | -41.4% |
| All | -37.1% | +6.6% | -43.7% | -39.6% |
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