+719.8%
MU vs SHW
-7.8%
+727.6%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.4% | +5.7% | +6.1% |
| 7D | +9.0% | -3.2% | +12.2% | +9.1% |
| 30D | +13.8% | -9.5% | +23.3% | +14.2% |
| 3M | +2.1% | +11.5% | -9.4% | +0.5% |
| 6M | +153.8% | -3.5% | +157.3% | +159.2% |
| YTD | +256.4% | +3.7% | +252.7% | +259.8% |
| 1Y | +719.8% | -7.9% | +727.7% | +756.5% |
| All | +719.8% | -7.8% | +727.6% | +756.5% |
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 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