+1,458.7%
DIS vs SHW
+20,643.9%
-19,185.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.4% | -2.2% | -1.9% |
| 7D | -2.6% | -3.2% | +0.7% | -1.4% |
| 30D | +3.5% | -9.5% | +13.0% | +7.3% |
| 3M | +6.8% | +11.5% | -4.6% | +2.4% |
| 6M | +3.0% | -3.5% | +6.5% | +3.8% |
| YTD | -6.7% | +3.7% | -10.4% | -8.5% |
| 1Y | -10.1% | -7.9% | -2.2% | -8.1% |
| 3Y | +33.0% | +24.7% | +8.3% | +20.1% |
| 5Y | -40.0% | +13.6% | -53.6% | -45.0% |
| 10Y | +21.1% | +283.0% | -261.9% | -30.3% |
| All | +1,458.7% | +20,643.9% | -19,185.2% | +131.8% |
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