+40.0%
PATH vs SHW
-7.8%
+47.8%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +0.4% | -17.1% | -16.6% |
| 7D | -16.3% | -3.2% | -13.1% | -16.8% |
| 30D | +9.9% | -9.5% | +19.4% | +8.0% |
| 3M | +30.2% | +11.5% | +18.7% | +37.0% |
| 6M | +37.2% | -3.5% | +40.8% | +35.8% |
| YTD | -7.3% | +3.7% | -11.0% | -5.7% |
| 1Y | +40.0% | -7.9% | +47.9% | +49.4% |
| All | +40.0% | -7.8% | +47.8% | +49.4% |
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