-7.9%
SHW vs AZO
-28.9%
+21.0%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | +0.3% |
| 7D | -3.2% | +0.7% | -4.0% | -3.4% |
| 30D | -9.5% | -2.7% | -6.8% | -8.8% |
| 3M | +11.5% | -3.2% | +14.7% | +12.2% |
| 6M | -3.5% | -19.7% | +16.2% | +1.4% |
| YTD | +3.7% | -12.0% | +15.8% | +6.8% |
| 1Y | -7.9% | -29.5% | +21.6% | +1.0% |
| All | -7.9% | -28.9% | +21.0% | +1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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