+14,607.1%
SHW vs AZO
+42,241.4%
-27,634.3%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.4% | -0.3% | -1.3% |
| 7D | -3.2% | -0.8% | -2.4% | -3.0% |
| 30D | -11.4% | -5.1% | -6.3% | -10.0% |
| 3M | +3.5% | -7.2% | +10.7% | +5.6% |
| 6M | -3.4% | -20.7% | +17.4% | +3.2% |
| YTD | -0.3% | -14.2% | +13.8% | +3.6% |
| 1Y | -10.4% | -32.2% | +21.7% | -0.1% |
| 3Y | +21.3% | +11.1% | +10.2% | +15.3% |
| 5Y | +12.9% | +87.6% | -74.7% | -9.4% |
| 10Y | +284.1% | +302.9% | -18.8% | +140.7% |
| All | +14,607.1% | +42,241.4% | -27,634.3% | +2,536.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling