+2,771.1%
NOW vs SHW
+769.1%
+2,002.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.4% | -3.4% | -3.2% |
| 7D | -2.4% | -3.2% | +0.8% | -0.6% |
| 30D | +20.5% | -9.5% | +30.0% | +27.2% |
| 3M | +18.3% | +11.5% | +6.9% | +10.7% |
| 6M | +24.1% | -3.5% | +27.6% | +24.0% |
| YTD | -7.8% | +3.7% | -11.5% | -12.3% |
| 1Y | -21.4% | -7.9% | -13.5% | -20.1% |
| 3Y | +19.5% | +24.7% | -5.2% | -0.8% |
| 5Y | +4.1% | +13.6% | -9.5% | -10.6% |
| 10Y | +826.4% | +283.0% | +543.5% | +261.0% |
| All | +2,771.1% | +769.1% | +2,002.1% | +601.2% |
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