+7,983.2%
MDT vs SHW
+20,643.9%
-12,660.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.4% | +0.7% | +1.0% |
| 7D | +3.2% | -3.2% | +6.5% | +4.2% |
| 30D | +9.5% | -9.5% | +19.0% | +12.6% |
| 3M | +16.0% | +11.5% | +4.5% | +12.3% |
| 6M | +0.2% | -3.5% | +3.7% | +0.9% |
| YTD | -0.3% | +3.7% | -4.0% | -1.8% |
| 1Y | +4.7% | -7.9% | +12.6% | +6.4% |
| 3Y | +26.5% | +24.7% | +1.8% | +16.9% |
| 5Y | -18.2% | +13.6% | -31.8% | -23.9% |
| 10Y | +40.0% | +283.0% | -242.9% | -7.2% |
| All | +7,983.2% | +20,643.9% | -12,660.7% | +1,685.0% |
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