+61,719.3%
DHR vs SHW
+21,699.3%
+40,020.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.4% |
| 7D | +1.2% | +1.9% | -0.7% | +0.5% |
| 30D | +3.7% | +8.1% | -4.3% | +0.6% |
| 3M | +14.5% | -2.8% | +17.3% | +15.2% |
| 6M | +40.9% | +15.0% | +25.9% | +33.1% |
| YTD | +2.4% | +9.0% | -6.6% | -1.8% |
| 1Y | +6.1% | +4.5% | +1.6% | +3.3% |
| 3Y | +21.0% | +41.9% | -20.8% | +5.2% |
| 5Y | -11.4% | +10.7% | -22.1% | -17.4% |
| 10Y | +241.8% | +340.4% | -98.5% | +95.2% |
| All | +61,719.3% | +21,699.3% | +40,020.0% | +9,384.5% |
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