+358.3%
DELL vs SHW
-9.0%
+367.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.8% | +10.1% | +11.6% |
| 7D | +8.2% | -3.1% | +11.3% | +8.7% |
| 30D | +17.1% | -10.0% | +27.1% | +18.7% |
| 3M | +45.2% | +2.3% | +42.9% | +43.7% |
| 6M | +286.8% | +0.7% | +286.1% | +285.1% |
| YTD | +354.8% | +0.5% | +354.3% | +358.1% |
| 1Y | +358.3% | -11.5% | +369.7% | +371.4% |
| All | +358.3% | -9.0% | +367.3% | +371.4% |
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 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