+64.8%
BE vs SHW
+4.6%
+60.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | +0.1% | +12.9% | +13.0% |
| 7D | +4.5% | -2.1% | +6.7% | +4.5% |
| 30D | -20.1% | +11.1% | -31.2% | -20.6% |
| 3M | -0.8% | -2.2% | +1.3% | +0.4% |
| 6M | -26.2% | +14.3% | -40.6% | -28.1% |
| YTD | +141.1% | +10.6% | +130.5% | +121.5% |
| 1Y | +64.8% | +4.1% | +60.8% | +54.1% |
| All | +64.8% | +4.6% | +60.3% | +54.1% |
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