+1,115.8%
RSP vs SHW
+5,034.6%
-3,918.8%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +1.0% | +0.3% |
| 7D | -1.0% | +3.5% | -4.5% | -2.7% |
| 30D | +2.6% | +9.2% | -6.7% | -1.7% |
| 3M | -0.8% | -5.1% | +4.3% | +1.1% |
| 6M | +6.3% | +6.8% | -0.6% | +2.0% |
| YTD | +14.1% | +7.0% | +7.2% | +8.9% |
| 1Y | +18.0% | +4.1% | +13.9% | +13.9% |
| 3Y | +61.0% | +41.1% | +20.0% | +32.9% |
| 5Y | +45.6% | +12.9% | +32.7% | +29.5% |
| 10Y | +220.2% | +366.3% | -146.2% | +41.4% |
| All | +1,115.8% | +5,034.6% | -3,918.8% | +61.1% |
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