+1,683.6%
BE vs SHW
+43.4%
+1,640.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +4.0% | +7.9% | +10.5% |
| 7D | -1.2% | +1.6% | -2.8% | -1.6% |
| 30D | -30.9% | +12.1% | -43.0% | -33.9% |
| 3M | -11.6% | -3.0% | -8.6% | -10.5% |
| 6M | -25.7% | +13.5% | -39.3% | -30.5% |
| YTD | +123.1% | +11.2% | +111.9% | +108.5% |
| 1Y | +43.4% | +6.2% | +37.2% | +37.5% |
| 3Y | +1,683.6% | +45.6% | +1,638.0% | +860.0% |
| All | +1,683.6% | +43.4% | +1,640.3% | +860.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling