+14.4%
FIX vs SHW
+7.3%
+7.1%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.1% | +6.6% | -21.7% | -14.7% |
| 7D | -18.9% | +13.3% | -32.2% | -19.3% |
| 30D | -36.3% | +14.1% | -50.4% | -36.8% |
| 3M | -38.5% | +0.8% | -39.3% | -37.5% |
| 6M | -42.3% | +17.6% | -59.9% | -44.6% |
| YTD | +17.1% | +13.0% | +4.1% | +11.3% |
| 1Y | +14.4% | +7.0% | +7.4% | +11.4% |
| All | +14.4% | +7.3% | +7.1% | +11.4% |
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