+33.4%
INTC vs SHW
+14.9%
+18.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.1% | +7.4% | +7.5% |
| 7D | +7.3% | -2.1% | +9.4% | +8.4% |
| 30D | -38.3% | +11.1% | -49.4% | -41.6% |
| 3M | -36.0% | -2.2% | -33.9% | -36.0% |
| 6M | -51.7% | +14.3% | -66.0% | -55.7% |
| YTD | +69.4% | +10.6% | +58.8% | +57.5% |
| 1Y | +65.0% | +4.1% | +60.9% | +58.3% |
| 3Y | +63.0% | +42.9% | +20.1% | +35.9% |
| 5Y | +33.4% | +14.2% | +19.2% | +15.1% |
| All | +33.4% | +14.9% | +18.4% | +15.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling