+2,883.5%
GE vs SHW
+20,643.9%
-17,760.4%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.4% | +0.7% | +0.9% |
| 7D | -1.6% | -3.2% | +1.6% | -0.3% |
| 30D | -11.6% | -9.5% | -2.0% | -8.1% |
| 3M | +3.0% | +11.5% | -8.4% | -1.7% |
| 6M | -0.5% | -3.5% | +3.0% | +0.7% |
| YTD | +9.7% | +3.7% | +6.0% | +7.8% |
| 1Y | +20.0% | -7.9% | +27.9% | +23.1% |
| 3Y | +275.8% | +24.7% | +251.1% | +239.7% |
| 5Y | +429.1% | +13.6% | +415.5% | +383.1% |
| 10Y | +151.2% | +283.0% | -131.8% | +40.2% |
| All | +2,883.5% | +20,643.9% | -17,760.4% | +280.7% |
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