+55.3%
B vs SHW
-11.6%
+66.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.3% | +0.8% | -0.6% |
| 7D | +2.3% | -1.2% | +3.5% | +2.8% |
| 30D | +1.4% | -11.6% | +12.9% | +6.0% |
| 3M | +12.2% | +9.1% | +3.1% | +8.9% |
| 6M | -2.1% | -0.7% | -1.5% | -1.9% |
| YTD | +2.9% | +1.4% | +1.6% | +3.9% |
| 1Y | +55.3% | -12.3% | +67.6% | +54.9% |
| All | +55.3% | -11.6% | +66.9% | +54.9% |
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 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