+53.0%
RSP vs SHW
+15.5%
+37.5%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.9% | -0.6% |
| 7D | -0.8% | -3.2% | +2.5% | +0.4% |
| 30D | -0.3% | -9.5% | +9.2% | +3.4% |
| 3M | +4.3% | +11.5% | -7.2% | -0.4% |
| 6M | +8.8% | -3.5% | +12.4% | +9.5% |
| YTD | +15.3% | +3.7% | +11.5% | +12.5% |
| 1Y | +18.3% | -7.9% | +26.2% | +20.7% |
| 3Y | +52.8% | +24.7% | +28.1% | +37.1% |
| All | +53.0% | +15.5% | +37.5% | +36.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling