+72.6%
HAL vs SHW
-11.3%
+83.9%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.3% | +1.6% | -1.1% |
| 7D | +0.5% | -1.2% | +1.6% | +0.3% |
| 30D | +15.9% | -11.6% | +27.5% | +13.4% |
| 3M | -8.7% | +9.1% | -17.8% | -8.2% |
| 6M | +9.0% | -0.7% | +9.7% | +9.7% |
| YTD | +32.0% | +1.4% | +30.7% | +33.1% |
| All | +72.6% | -11.3% | +83.9% | +65.6% |
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