+3,759.0%
FIX vs SHW
+343.1%
+3,415.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.1% | +4.9% | +5.0% |
| 7D | +6.4% | -2.1% | +8.6% | +8.0% |
| 30D | -29.1% | +11.1% | -40.2% | -34.0% |
| 3M | -31.1% | -2.2% | -29.0% | -31.4% |
| 6M | -42.8% | +14.3% | -57.1% | -48.7% |
| YTD | +24.6% | +10.6% | +14.1% | +13.4% |
| 1Y | +21.9% | +4.1% | +17.9% | +15.0% |
| 3Y | +524.9% | +42.9% | +482.1% | +383.7% |
| 5Y | +1,092.2% | +14.2% | +1,078.0% | +926.1% |
| 10Y | +3,759.0% | +346.7% | +3,412.3% | +1,403.1% |
| All | +3,759.0% | +343.1% | +3,415.9% | +1,403.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling