+35,221.4%
MCHP vs SHW
+10,431.6%
+24,789.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.5% |
| 7D | +5.7% | +1.9% | +3.8% | +4.8% |
| 30D | -13.4% | +8.1% | -21.5% | -16.9% |
| 3M | -20.1% | -2.8% | -17.3% | -19.4% |
| 6M | -35.5% | +15.0% | -50.6% | -40.5% |
| YTD | -1.6% | +9.0% | -10.6% | -6.8% |
| 1Y | +15.5% | +4.5% | +11.0% | +11.6% |
| 3Y | -13.2% | +41.9% | -55.0% | -27.6% |
| 5Y | -17.5% | +10.7% | -28.2% | -24.0% |
| 10Y | +136.0% | +340.4% | -204.4% | +17.2% |
| All | +35,221.4% | +10,431.6% | +24,789.8% | +3,836.0% |
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 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