-4.9%
SHOP vs SHW
+7.3%
-12.2%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +6.6% | +0.7% | +4.3% |
| 7D | -9.0% | +13.3% | -22.3% | -13.8% |
| 30D | -4.4% | +14.1% | -18.6% | -9.9% |
| 3M | +24.1% | +0.8% | +23.3% | +23.5% |
| 6M | +20.0% | +17.6% | +2.3% | +13.9% |
| YTD | -4.9% | +13.0% | -17.9% | -14.7% |
| 1Y | -4.9% | +7.0% | -11.9% | -10.8% |
| All | -4.9% | +7.3% | -12.2% | -10.8% |
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