+68,550.7%
MU vs SHW
+21,595.0%
+46,955.7%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | -4.0% | -13.5% | -15.5% |
| 7D | -29.7% | +5.7% | -35.5% | -32.0% |
| 30D | -37.2% | +8.7% | -45.9% | -40.4% |
| 3M | -26.5% | -5.4% | -21.1% | -25.4% |
| 6M | +2.6% | +12.2% | -9.7% | -6.2% |
| YTD | +130.1% | +8.5% | +121.7% | +113.2% |
| 1Y | +176.7% | +4.9% | +171.8% | +160.5% |
| 3Y | +813.1% | +42.8% | +770.2% | +625.8% |
| 5Y | +822.0% | +14.5% | +807.5% | +698.0% |
| 10Y | +3,936.2% | +373.0% | +3,563.2% | +1,572.7% |
| All | +68,550.7% | +21,595.0% | +46,955.7% | +3,718.1% |
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