+2,563.5%
DUK vs SHW
+20,170.2%
-17,606.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.3% | +3.1% | +1.3% |
| 7D | +0.7% | -1.2% | +1.9% | +0.9% |
| 30D | -2.0% | -11.6% | +9.6% | +0.5% |
| 3M | +0.2% | +9.1% | -8.9% | -1.9% |
| 6M | -6.9% | -0.7% | -6.2% | -7.2% |
| YTD | +6.1% | +1.4% | +4.8% | +5.2% |
| 1Y | +4.4% | -12.3% | +16.7% | +6.5% |
| 3Y | +49.1% | +23.4% | +25.8% | +40.1% |
| 5Y | +39.6% | +15.0% | +24.5% | +31.1% |
| 10Y | +125.1% | +278.3% | -153.1% | +64.5% |
| All | +2,563.5% | +20,170.2% | -17,606.7% | +736.8% |
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