+12,471.5%
FIX vs SHW
+4,959.3%
+7,512.2%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.4% | +1.5% | +1.7% |
| 7D | +6.0% | -3.2% | +9.3% | +7.5% |
| 30D | -7.2% | -9.5% | +2.3% | -3.3% |
| 3M | -15.9% | +11.5% | -27.3% | -20.7% |
| 6M | +12.7% | -3.5% | +16.3% | +13.3% |
| YTD | +72.8% | +3.7% | +69.1% | +67.5% |
| 1Y | +122.9% | -7.9% | +130.8% | +126.9% |
| 3Y | +774.3% | +24.7% | +749.6% | +680.0% |
| 5Y | +2,049.5% | +13.6% | +2,035.9% | +1,856.0% |
| 10Y | +5,821.5% | +283.0% | +5,538.5% | +3,166.5% |
| All | +12,471.5% | +4,959.3% | +7,512.2% | +2,823.8% |
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