+152.8%
RTX vs SHW
+27.6%
+125.2%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.1% | -0.7% |
| 7D | -5.2% | -3.2% | -1.9% | -4.5% |
| 30D | -9.4% | -9.5% | +0.1% | -7.6% |
| 3M | +12.3% | +11.5% | +0.8% | +9.6% |
| 6M | -3.1% | -3.5% | +0.4% | -3.0% |
| YTD | +10.7% | +3.7% | +6.9% | +9.4% |
| 1Y | +28.4% | -7.9% | +36.3% | +29.4% |
| All | +152.8% | +27.6% | +125.2% | +149.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling