+14.6%
MMM vs SHW
+6.6%
+7.9%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.0% | -2.1% | -0.2% |
| 7D | +5.8% | +1.6% | +4.2% | +4.9% |
| 30D | +17.9% | +12.1% | +5.8% | +11.6% |
| 3M | +3.6% | -3.0% | +6.6% | +4.5% |
| 6M | +32.9% | +13.5% | +19.4% | +24.2% |
| YTD | +19.5% | +11.2% | +8.2% | +13.4% |
| All | +14.6% | +6.6% | +7.9% | +12.4% |
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