+4,674.2%
AZN vs SHW
+9,547.8%
-4,873.6%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.3% | +0.6% | -1.1% |
| 7D | -1.5% | -1.2% | -0.3% | -1.2% |
| 30D | -0.9% | -11.6% | +10.7% | +2.1% |
| 3M | -11.8% | +9.1% | -21.0% | -13.9% |
| 6M | -17.6% | -0.7% | -16.9% | -17.8% |
| YTD | -12.0% | +1.4% | -13.4% | -12.7% |
| 1Y | -0.9% | -12.3% | +11.4% | +1.6% |
| 3Y | +23.7% | +23.4% | +0.3% | +16.0% |
| 5Y | +54.5% | +15.0% | +39.5% | +44.4% |
| 10Y | +218.2% | +278.3% | -60.1% | +120.3% |
| All | +4,674.2% | +9,547.8% | -4,873.6% | +1,572.9% |
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