+595.7%
HAL vs SHW
+20,643.9%
-20,048.2%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -0.7% |
| 7D | +2.9% | -3.2% | +6.2% | +4.1% |
| 30D | +17.0% | -9.5% | +26.6% | +21.0% |
| 3M | -9.7% | +11.5% | -21.1% | -14.0% |
| 6M | +8.6% | -3.5% | +12.2% | +8.0% |
| YTD | +33.0% | +3.7% | +29.3% | +28.7% |
| 1Y | +68.3% | -7.9% | +76.2% | +69.4% |
| 3Y | +0.1% | +24.7% | -24.6% | -11.0% |
| 5Y | +102.6% | +13.6% | +89.0% | +80.5% |
| 10Y | +3.8% | +283.0% | -279.1% | -41.0% |
| All | +595.7% | +20,643.9% | -20,048.2% | +27.2% |
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