-58.6%
MSTR vs SHW
-11.6%
-47.0%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.3% | -2.1% | -3.9% |
| 7D | +9.3% | -1.2% | +10.5% | +9.6% |
| 30D | +36.5% | -11.6% | +48.1% | +39.7% |
| 3M | +7.3% | +9.1% | -1.8% | +6.1% |
| 6M | +2.2% | -0.7% | +2.9% | +2.3% |
| YTD | -10.2% | +1.4% | -11.5% | -9.4% |
| 1Y | -58.6% | -12.3% | -46.3% | -57.9% |
| All | -58.6% | -11.6% | -47.0% | -57.9% |
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