+40.2%
DUK vs SHW
+11.7%
+28.5%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.7% |
| 7D | -1.7% | -4.5% | +2.8% | -0.8% |
| 30D | -2.2% | -12.7% | +10.4% | +0.4% |
| 3M | -3.7% | +4.7% | -8.4% | -4.9% |
| 6M | -6.3% | -3.4% | -2.9% | -6.1% |
| YTD | +4.5% | -1.3% | +5.8% | +4.1% |
| 1Y | +1.8% | -10.4% | +12.2% | +3.4% |
| 3Y | +46.8% | +20.1% | +26.7% | +37.1% |
| 5Y | +40.2% | +10.5% | +29.8% | +28.1% |
| All | +40.2% | +11.7% | +28.5% | +28.1% |
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