+9,342.7%
SHW vs ALB
+2,835.3%
+6,507.4%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.4% | +4.9% | +1.5% |
| 7D | -3.2% | -8.1% | +4.8% | -1.4% |
| 30D | -9.5% | +6.3% | -15.8% | -11.1% |
| 3M | +11.5% | -23.6% | +35.0% | +17.7% |
| 6M | -3.5% | -24.6% | +21.1% | +1.1% |
| YTD | +3.7% | -10.3% | +14.0% | +3.1% |
| 1Y | -7.9% | +61.5% | -69.4% | -22.2% |
| 3Y | +24.7% | -34.0% | +58.7% | +22.2% |
| 5Y | +13.6% | -44.6% | +58.2% | +10.3% |
| 10Y | +283.0% | +76.1% | +206.9% | +142.5% |
| All | +9,342.7% | +2,835.3% | +6,507.4% | +2,828.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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