-7.9%
SHW vs BBY
+27.1%
-35.0%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.2% | -2.7% | -0.1% |
| 7D | -3.2% | +9.5% | -12.7% | -4.7% |
| 30D | -9.5% | +6.8% | -16.3% | -10.6% |
| 3M | +11.5% | +28.9% | -17.4% | +7.1% |
| 6M | -3.5% | +37.8% | -41.3% | -8.5% |
| YTD | +3.7% | +38.7% | -35.0% | -1.7% |
| 1Y | -7.9% | +23.7% | -31.6% | -9.7% |
| All | -7.9% | +27.1% | -35.0% | -9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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