-1.5%
BAC vs SHW
+7.3%
-8.8%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +6.6% | -2.7% | +2.5% |
| 7D | +1.5% | +13.3% | -11.8% | -1.3% |
| 30D | -4.4% | +14.1% | -18.5% | -7.3% |
| 3M | -17.5% | +0.8% | -18.3% | -17.6% |
| 6M | -0.1% | +17.6% | -17.7% | -4.4% |
| YTD | -4.6% | +13.0% | -17.6% | -10.5% |
| 1Y | -1.5% | +7.0% | -8.5% | -4.8% |
| All | -1.5% | +7.3% | -8.8% | -4.8% |
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