+109.7%
HAL vs SHW
+14.2%
+95.4%
-54.0%
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% | -0.4% |
| 7D | +0.5% | -1.2% | +1.6% | +0.6% |
| 30D | +15.9% | -11.6% | +27.5% | +17.9% |
| 3M | -8.7% | +9.1% | -17.8% | -10.6% |
| 6M | +9.0% | -0.7% | +9.7% | +8.3% |
| YTD | +32.0% | +1.4% | +30.7% | +30.5% |
| 1Y | +72.5% | -12.3% | +84.7% | +75.5% |
| 3Y | -4.5% | +23.4% | -27.9% | -9.1% |
| 5Y | +109.7% | +15.0% | +94.7% | +96.0% |
| All | +109.7% | +14.2% | +95.4% | +96.0% |
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