+33.0%
RTX vs SHW
-11.3%
+44.2%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.3% | +1.3% | -0.4% |
| 7D | -3.1% | -1.2% | -1.9% | -2.8% |
| 30D | -10.6% | -11.6% | +1.0% | -7.8% |
| 3M | +11.6% | +9.1% | +2.5% | +8.4% |
| 6M | -4.5% | -0.7% | -3.8% | -5.0% |
| YTD | +9.6% | +1.4% | +8.2% | +8.3% |
| All | +33.0% | -11.3% | +44.2% | +34.5% |
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