+73.4%
NFLX vs SHW
+23.8%
+49.6%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.3% | +0.4% | -1.5% |
| 7D | -5.0% | -1.2% | -3.8% | -4.8% |
| 30D | +3.5% | -11.6% | +15.1% | +5.5% |
| 3M | -7.1% | +9.1% | -16.2% | -8.0% |
| 6M | -22.5% | -0.7% | -21.8% | -22.5% |
| YTD | -18.1% | +1.4% | -19.5% | -18.8% |
| 1Y | -38.3% | -12.3% | -26.1% | -37.1% |
| 3Y | +73.4% | +23.4% | +50.0% | +66.5% |
| All | +73.4% | +23.8% | +49.6% | +66.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling