+91.7%
BKNG vs SHW
+9.4%
+82.2%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +1.0% |
| 7D | -10.7% | -4.5% | -6.2% | -8.8% |
| 30D | -18.1% | -12.7% | -5.4% | -13.1% |
| 3M | +8.5% | +4.7% | +3.8% | +6.9% |
| 6M | -0.1% | -3.4% | +3.4% | +1.4% |
| YTD | -18.2% | -1.3% | -16.9% | -18.1% |
| 1Y | -19.9% | -10.4% | -9.5% | -16.7% |
| 3Y | +41.6% | +20.1% | +21.5% | +27.7% |
| All | +91.7% | +9.4% | +82.2% | +64.4% |
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