+206.8%
ON vs SHW
+6,143.1%
-5,936.3%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.1% | +5.6% | +5.7% |
| 7D | +3.3% | -2.1% | +5.5% | +5.2% |
| 30D | -3.1% | +11.1% | -14.2% | -10.2% |
| 3M | -9.2% | -2.2% | -7.1% | -8.7% |
| 6M | -31.4% | +14.3% | -45.7% | -38.9% |
| YTD | +36.0% | +10.6% | +25.4% | +23.4% |
| 1Y | +52.0% | +4.1% | +47.9% | +43.7% |
| 3Y | +9.3% | +42.9% | -33.6% | -16.9% |
| 5Y | +26.5% | +14.2% | +12.3% | +9.0% |
| 10Y | +556.1% | +346.7% | +209.4% | +137.2% |
| All | +206.8% | +6,143.1% | -5,936.3% | -79.3% |
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 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