+389.6%
BE vs SHW
-12.7%
+402.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.7% | -1.2% | -2.7% |
| 7D | +23.9% | -3.2% | +27.1% | +24.2% |
| 30D | +27.8% | -11.4% | +39.2% | +29.2% |
| 3M | +3.7% | +3.5% | +0.2% | +2.2% |
| 6M | +78.0% | -3.4% | +81.3% | +78.0% |
| YTD | +209.9% | -0.3% | +210.2% | +203.6% |
| 1Y | +389.6% | -10.4% | +400.0% | +409.4% |
| All | +389.6% | -12.7% | +402.3% | +409.4% |
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