+495.0%
FIX vs SHW
+44.1%
+450.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | +0.1% | -0.4% |
| 7D | -13.9% | +4.2% | -18.2% | -15.5% |
| 30D | -35.5% | +11.3% | -46.8% | -39.0% |
| 3M | -33.9% | -1.8% | -32.1% | -33.7% |
| 6M | -43.3% | +12.7% | -56.0% | -48.0% |
| YTD | +18.7% | +10.4% | +8.2% | +9.2% |
| 1Y | +13.8% | +4.7% | +9.0% | +8.4% |
| 3Y | +495.0% | +42.7% | +452.3% | +314.8% |
| All | +495.0% | +44.1% | +450.9% | +314.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling