+23.0%
MMM vs SHW
+7.3%
+15.7%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +6.6% | +2.9% | +6.2% |
| 7D | +12.2% | +13.3% | -1.1% | +5.8% |
| 30D | +18.8% | +14.1% | +4.7% | +11.6% |
| 3M | +7.4% | +0.8% | +6.6% | +6.4% |
| 6M | +38.3% | +17.6% | +20.7% | +27.1% |
| YTD | +22.9% | +13.0% | +9.9% | +16.5% |
| 1Y | +23.0% | +7.0% | +16.0% | +19.6% |
| All | +23.0% | +7.3% | +15.7% | +19.6% |
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