+280.4%
SHW vs AZO
+296.8%
-16.4%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.2% | +2.0% | +1.9% |
| 7D | -3.1% | -3.6% | +0.5% | -1.7% |
| 30D | -10.0% | -5.6% | -4.5% | -8.1% |
| 3M | +2.3% | -6.6% | +8.9% | +4.7% |
| 6M | +0.7% | -22.5% | +23.2% | +10.4% |
| YTD | +0.5% | -15.2% | +15.7% | +6.0% |
| 1Y | -11.5% | -33.9% | +22.5% | +2.8% |
| 3Y | +21.3% | +11.8% | +9.5% | +12.5% |
| 5Y | +12.5% | +85.5% | -73.0% | -17.0% |
| All | +280.4% | +296.8% | -16.4% | +116.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling