-3.4%
HAL vs SHW
+27.6%
-31.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -0.6% |
| 7D | +2.9% | -3.2% | +6.2% | +3.3% |
| 30D | +17.0% | -9.5% | +26.6% | +18.2% |
| 3M | -9.7% | +11.5% | -21.1% | -11.9% |
| 6M | +8.6% | -3.5% | +12.2% | +9.2% |
| YTD | +33.0% | +3.7% | +29.3% | +30.9% |
| 1Y | +68.3% | -7.9% | +76.2% | +70.7% |
| All | -3.4% | +27.6% | -31.0% | -8.4% |
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 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