+518.3%
BKR vs SHW
+19,997.4%
-19,479.1%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.8% | -2.4% | -1.2% |
| 7D | -7.0% | -3.1% | -3.9% | -6.0% |
| 30D | -8.1% | -10.0% | +1.9% | -4.9% |
| 3M | -6.6% | +2.3% | -8.9% | -8.0% |
| 6M | +0.9% | +0.7% | +0.2% | -0.6% |
| YTD | +31.1% | +0.5% | +30.6% | +29.2% |
| 1Y | +27.7% | -11.5% | +39.2% | +31.1% |
| 3Y | +71.2% | +21.3% | +49.9% | +56.1% |
| 5Y | +177.6% | +12.5% | +165.1% | +152.0% |
| 10Y | +122.7% | +287.3% | -164.6% | +30.4% |
| All | +518.3% | +19,997.4% | -19,479.1% | +27.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling