+22.5%
MA vs SHW
+7.3%
+15.2%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +6.6% | -2.7% | +2.2% |
| 7D | +10.2% | +13.3% | -3.1% | +6.9% |
| 30D | +19.3% | +14.1% | +5.2% | +15.6% |
| 3M | +18.0% | +0.8% | +17.2% | +17.1% |
| 6M | +33.7% | +17.6% | +16.1% | +28.5% |
| YTD | +18.6% | +13.0% | +5.6% | +11.5% |
| 1Y | +22.5% | +7.0% | +15.5% | +19.0% |
| All | +22.5% | +7.3% | +15.2% | +19.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling