+2,903.2%
HPQ vs SHW
+20,643.9%
-17,740.7%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.4% | +1.8% | +2.1% |
| 7D | +6.9% | -3.2% | +10.2% | +8.3% |
| 30D | +14.4% | -9.5% | +24.0% | +19.0% |
| 3M | +25.6% | +11.5% | +14.2% | +19.8% |
| 6M | +75.0% | -3.5% | +78.6% | +75.5% |
| YTD | +50.7% | +3.7% | +47.0% | +46.6% |
| 1Y | +18.7% | -7.9% | +26.6% | +20.8% |
| 3Y | +21.5% | +24.7% | -3.2% | +9.0% |
| 5Y | +31.6% | +13.6% | +18.0% | +20.1% |
| 10Y | +216.1% | +283.0% | -66.9% | +81.9% |
| All | +2,903.2% | +20,643.9% | -17,740.7% | +229.4% |
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 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