+143.3%
DELL vs SHW
+7.3%
+136.1%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +6.6% | -15.5% | -8.2% |
| 7D | -24.6% | +13.3% | -37.9% | -24.3% |
| 30D | -32.5% | +14.1% | -46.6% | -32.6% |
| 3M | -20.2% | +0.8% | -21.0% | -18.9% |
| 6M | +76.5% | +17.6% | +58.8% | +73.6% |
| YTD | +198.9% | +13.0% | +185.9% | +199.0% |
| 1Y | +143.3% | +7.0% | +136.3% | +149.7% |
| All | +143.3% | +7.3% | +136.1% | +149.7% |
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