+25.9%
HD vs SHW
+41.1%
-15.2%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.4% | -0.4% | -0.9% |
| 7D | +4.3% | +3.5% | +0.9% | +1.9% |
| 30D | +20.2% | +9.2% | +11.0% | +13.4% |
| 3M | -1.0% | -5.1% | +4.1% | +2.3% |
| 6M | +7.9% | +6.8% | +1.1% | +3.0% |
| YTD | +2.0% | +7.0% | -5.0% | -3.0% |
| 1Y | -4.3% | +4.1% | -8.4% | -7.4% |
| 3Y | +25.9% | +41.1% | -15.1% | -3.3% |
| All | +25.9% | +41.1% | -15.2% | -3.3% |
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