+1,682.3%
NOK vs SHW
+9,991.3%
-8,309.0%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.3% | +8.5% | +7.1% |
| 7D | +7.3% | -1.2% | +8.4% | +7.7% |
| 30D | +13.8% | -11.6% | +25.4% | +19.6% |
| 3M | -27.0% | +9.1% | -36.1% | -30.4% |
| 6M | +37.6% | -0.7% | +38.3% | +35.6% |
| YTD | +64.6% | +1.4% | +63.3% | +60.0% |
| 1Y | +132.0% | -12.3% | +144.3% | +140.1% |
| 3Y | +183.7% | +23.4% | +160.3% | +149.6% |
| 5Y | +101.3% | +15.0% | +86.3% | +77.8% |
| 10Y | +122.4% | +278.3% | -155.9% | +10.9% |
| All | +1,682.3% | +9,991.3% | -8,309.0% | +110.8% |
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