-9.7%
HAL vs SHW
+43.4%
-53.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.0% | -3.9% | -0.2% |
| 7D | -7.9% | +1.6% | -9.5% | -8.0% |
| 30D | -2.1% | +12.1% | -14.1% | -3.3% |
| 3M | +0.4% | -3.0% | +3.4% | +0.9% |
| 6M | -19.2% | +13.5% | -32.8% | -21.2% |
| YTD | +14.4% | +11.2% | +3.1% | +11.5% |
| 1Y | +18.0% | +6.2% | +11.8% | +16.6% |
| 3Y | -9.7% | +45.6% | -55.3% | -14.7% |
| All | -9.7% | +43.4% | -53.1% | -14.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling