+360.5%
BE vs SHW
-7.8%
+368.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.4% | +6.9% | +7.3% |
| 7D | +20.0% | -3.2% | +23.2% | +20.3% |
| 30D | +7.9% | -9.5% | +17.4% | +8.8% |
| 3M | -13.2% | +11.5% | -24.7% | -15.4% |
| 6M | +53.5% | -3.5% | +57.0% | +53.8% |
| YTD | +191.0% | +3.7% | +187.3% | +185.3% |
| 1Y | +360.5% | -7.9% | +368.4% | +358.3% |
| All | +360.5% | -7.8% | +368.3% | +358.3% |
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