+3,099.6%
MMM vs SHW
+21,289.8%
-18,190.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.4% | 0.0% | -0.9% |
| 7D | +6.2% | +3.5% | +2.7% | +5.0% |
| 30D | +14.2% | +9.2% | +5.0% | +10.8% |
| 3M | +2.9% | -5.1% | +8.0% | +4.8% |
| 6M | +27.6% | +6.8% | +20.7% | +24.2% |
| YTD | +17.3% | +7.0% | +10.3% | +14.0% |
| 1Y | +15.1% | +4.1% | +11.0% | +12.9% |
| 3Y | +157.1% | +41.1% | +116.0% | +126.0% |
| 5Y | +45.1% | +12.9% | +32.2% | +35.2% |
| 10Y | +83.9% | +366.3% | -282.5% | +6.2% |
| All | +3,099.6% | +21,289.8% | -18,190.2% | +446.5% |
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