+10.8%
MMM vs SHW
-11.6%
+22.4%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.3% | +1.7% | +0.4% |
| 7D | -1.6% | -1.2% | -0.4% | -1.1% |
| 30D | -8.0% | -11.6% | +3.6% | -3.0% |
| 3M | +9.4% | +9.1% | +0.3% | +4.3% |
| 6M | +10.2% | -0.7% | +10.9% | +9.8% |
| YTD | +6.1% | +1.4% | +4.8% | +5.5% |
| 1Y | +10.8% | -12.3% | +23.1% | +18.8% |
| All | +10.8% | -11.6% | +22.4% | +18.8% |
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