+33,321.4%
HD vs SHW
+21,289.8%
+12,031.6%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.4% | -0.4% | -1.2% |
| 7D | +4.3% | +3.5% | +0.9% | +2.6% |
| 30D | +20.2% | +9.2% | +11.0% | +15.3% |
| 3M | -1.0% | -5.1% | +4.1% | +1.6% |
| 6M | +7.9% | +6.8% | +1.1% | +4.5% |
| YTD | +2.0% | +7.0% | -5.0% | -1.3% |
| 1Y | -4.3% | +4.1% | -8.4% | -6.2% |
| 3Y | +25.9% | +41.1% | -15.1% | +6.4% |
| 5Y | +5.8% | +12.9% | -7.0% | -2.6% |
| 10Y | +262.5% | +366.3% | -103.8% | +74.6% |
| All | +33,321.4% | +21,289.8% | +12,031.6% | +2,928.2% |
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