+436.7%
GE vs SHW
+14.2%
+422.5%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.3% | +1.6% | +0.3% |
| 7D | +1.2% | -1.2% | +2.3% | +1.6% |
| 30D | -9.5% | -11.6% | +2.1% | -4.9% |
| 3M | +4.1% | +9.1% | -5.0% | 0.0% |
| 6M | +3.9% | -0.7% | +4.6% | +3.8% |
| YTD | +9.0% | +1.4% | +7.7% | +8.0% |
| 1Y | +21.9% | -12.3% | +34.2% | +27.3% |
| 3Y | +281.8% | +23.4% | +258.4% | +251.7% |
| 5Y | +436.7% | +15.0% | +421.7% | +374.5% |
| All | +436.7% | +14.2% | +422.5% | +374.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling