-3.7%
FISV vs SHW
+7.3%
-11.0%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +6.6% | -0.4% | +4.2% |
| 7D | +29.6% | +13.3% | +16.3% | +24.4% |
| 30D | +34.5% | +14.1% | +20.3% | +29.0% |
| 3M | +11.2% | +0.8% | +10.5% | +10.0% |
| 6M | -1.2% | +17.6% | -18.9% | -5.4% |
| YTD | -7.6% | +13.0% | -20.6% | -14.4% |
| 1Y | -3.7% | +7.0% | -10.7% | -7.4% |
| All | -3.7% | +7.3% | -11.0% | -7.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling