+67.8%
B vs SHW
-7.8%
+75.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.4% | -2.6% | -2.4% |
| 7D | -1.6% | -3.2% | +1.6% | -0.3% |
| 30D | +9.4% | -9.5% | +19.0% | +13.5% |
| 3M | +5.0% | +11.5% | -6.5% | +0.9% |
| 6M | -3.5% | -3.5% | 0.0% | -3.4% |
| YTD | +4.5% | +3.7% | +0.7% | +4.3% |
| 1Y | +67.8% | -7.9% | +75.7% | +69.4% |
| All | +67.8% | -7.8% | +75.6% | +69.4% |
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