+10.5%
SHW vs BBY
-1.6%
+12.1%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.0% |
| 7D | -4.5% | +0.7% | -5.1% | -4.6% |
| 30D | -12.7% | +5.8% | -18.5% | -14.2% |
| 3M | +4.7% | +18.0% | -13.3% | -0.4% |
| 6M | -3.4% | +39.8% | -43.3% | -13.2% |
| YTD | -1.3% | +35.4% | -36.7% | -10.8% |
| 1Y | -10.4% | +21.4% | -31.7% | -16.5% |
| 3Y | +20.1% | +39.5% | -19.4% | +1.9% |
| 5Y | +10.5% | -0.5% | +11.0% | -2.6% |
| All | +10.5% | -1.6% | +12.1% | -2.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling