+1,251.0%
BE vs SHW
+14.2%
+1,236.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -2.3% | +11.9% | +11.1% |
| 7D | +29.8% | -1.2% | +30.9% | +30.6% |
| 30D | +26.4% | -11.6% | +38.0% | +36.6% |
| 3M | +9.3% | +9.1% | +0.2% | +0.4% |
| 6M | +105.1% | -0.7% | +105.7% | +99.9% |
| YTD | +219.0% | +1.4% | +217.7% | +204.7% |
| 1Y | +418.8% | -12.3% | +431.0% | +448.7% |
| 3Y | +1,784.6% | +23.4% | +1,761.2% | +1,347.2% |
| 5Y | +1,251.0% | +15.0% | +1,236.0% | +926.4% |
| All | +1,251.0% | +14.2% | +1,236.7% | +926.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling