+7.0%
SHW vs BBY
+33.0%
-26.0%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +8.0% | -1.3% | +4.8% |
| 7D | +13.3% | +4.5% | +8.8% | +12.1% |
| 30D | +14.1% | +16.0% | -1.8% | +10.7% |
| 3M | +0.8% | +18.6% | -17.8% | -2.8% |
| 6M | +17.6% | +80.1% | -62.4% | +5.9% |
| YTD | +13.0% | +57.4% | -44.4% | +4.4% |
| 1Y | +7.0% | +34.5% | -27.5% | +3.6% |
| All | +7.0% | +33.0% | -26.0% | +3.6% |
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