+152.8%
RTX vs SHW
+43.4%
+109.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +4.0% | -0.4% | +2.7% |
| 7D | -3.2% | +1.6% | -4.8% | -3.5% |
| 30D | +5.6% | +12.1% | -6.5% | +3.0% |
| 3M | -11.7% | -3.0% | -8.7% | -11.3% |
| 6M | +12.3% | +13.5% | -1.2% | +8.9% |
| YTD | +8.2% | +11.2% | -3.0% | +5.2% |
| 1Y | +12.6% | +6.2% | +6.4% | +10.4% |
| 3Y | +152.8% | +45.6% | +107.2% | +155.4% |
| All | +152.8% | +43.4% | +109.5% | +155.4% |
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 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