+179.4%
INTC vs SHW
+23.8%
+155.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -2.3% | +11.3% | +10.2% |
| 7D | +17.4% | -1.2% | +18.6% | +18.0% |
| 30D | +2.8% | -11.6% | +14.4% | +9.4% |
| 3M | -5.3% | +9.1% | -14.4% | -11.4% |
| 6M | +140.6% | -0.7% | +141.3% | +137.4% |
| YTD | +183.1% | +1.4% | +181.8% | +174.7% |
| 1Y | +326.8% | -12.3% | +339.0% | +352.7% |
| 3Y | +179.4% | +23.4% | +156.1% | +157.3% |
| All | +179.4% | +23.8% | +155.7% | +157.3% |
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