+3,812.0%
MRK vs SHW
+20,643.9%
-16,831.9%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.4% | -1.8% | -1.4% |
| 7D | +1.3% | -3.2% | +4.6% | +2.1% |
| 30D | +17.1% | -9.5% | +26.7% | +20.0% |
| 3M | +25.9% | +11.5% | +14.4% | +22.3% |
| 6M | +26.8% | -3.5% | +30.4% | +27.5% |
| YTD | +44.9% | +3.7% | +41.2% | +43.0% |
| 1Y | +84.8% | -7.9% | +92.7% | +87.4% |
| 3Y | +50.1% | +24.7% | +25.4% | +40.3% |
| 5Y | +127.4% | +13.6% | +113.8% | +112.7% |
| 10Y | +240.0% | +283.0% | -43.0% | +131.1% |
| All | +3,812.0% | +20,643.9% | -16,831.9% | +847.6% |
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 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