+18.4%
GE vs SHW
-12.7%
+31.2%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.7% | -1.2% | -2.0% |
| 7D | -1.2% | -3.2% | +2.0% | +0.3% |
| 30D | -11.3% | -11.4% | +0.1% | -6.0% |
| 3M | -1.4% | +3.5% | -4.9% | -3.9% |
| 6M | +1.2% | -3.4% | +4.6% | +0.8% |
| YTD | +5.9% | -0.3% | +6.3% | +6.5% |
| 1Y | +18.4% | -10.4% | +28.8% | +17.4% |
| All | +18.4% | -12.7% | +31.2% | +17.4% |
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