+0.7%
MCHP vs SHW
+22.1%
-21.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.8% | +1.8% | +2.5% |
| 7D | 0.0% | -3.1% | +3.2% | +2.1% |
| 30D | -6.0% | -10.0% | +4.0% | +0.4% |
| 3M | -19.7% | +2.3% | -21.9% | -21.8% |
| 6M | +14.0% | +0.7% | +13.4% | +11.8% |
| YTD | +18.4% | +0.5% | +17.9% | +16.2% |
| 1Y | +17.1% | -11.5% | +28.6% | +25.8% |
| 3Y | +0.7% | +21.3% | -20.6% | -12.2% |
| All | +0.7% | +22.1% | -21.4% | -12.2% |
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 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