+1,628.0%
DIS vs SHW
+21,289.8%
-19,661.7%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +1.0% | +0.1% |
| 7D | +5.2% | +3.5% | +1.8% | +3.8% |
| 30D | +11.5% | +9.2% | +2.2% | +7.7% |
| 3M | +11.5% | -5.1% | +16.6% | +13.4% |
| 6M | +8.9% | +6.8% | +2.0% | +5.6% |
| YTD | +3.4% | +7.0% | -3.5% | 0.0% |
| 1Y | +7.2% | +4.1% | +3.1% | +4.7% |
| 3Y | +43.3% | +41.1% | +2.2% | +23.5% |
| 5Y | -31.4% | +12.9% | -44.3% | -37.2% |
| 10Y | +37.1% | +366.3% | -329.3% | -26.3% |
| All | +1,628.0% | +21,289.8% | -19,661.7% | +153.5% |
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