+54.8%
ON vs SHW
-7.8%
+62.6%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.4% | +0.6% | +0.9% |
| 7D | +2.4% | -3.2% | +5.7% | +3.3% |
| 30D | -3.3% | -9.5% | +6.2% | -0.7% |
| 3M | -43.6% | +11.5% | -55.0% | -47.3% |
| 6M | +19.0% | -3.5% | +22.5% | +20.1% |
| YTD | +37.4% | +3.7% | +33.6% | +34.9% |
| 1Y | +54.8% | -7.9% | +62.7% | +59.3% |
| All | +54.8% | -7.8% | +62.6% | +59.3% |
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