+1,145.9%
DELL vs SHW
+11.4%
+1,134.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.8% | +10.1% | +11.2% |
| 7D | +8.2% | -3.1% | +11.3% | +9.6% |
| 30D | +17.1% | -10.0% | +27.1% | +22.1% |
| 3M | +45.2% | +2.3% | +42.9% | +42.4% |
| 6M | +286.8% | +0.7% | +286.1% | +280.8% |
| YTD | +354.8% | +0.5% | +354.3% | +347.4% |
| 1Y | +358.3% | -11.5% | +369.7% | +376.0% |
| 3Y | +724.9% | +21.3% | +703.6% | +649.7% |
| All | +1,145.9% | +11.4% | +1,134.5% | +1,025.3% |
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