+19,614.8%
SHW vs BBY
+73,712.5%
-54,097.7%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.5% | -0.2% | -1.4% |
| 7D | -3.2% | +1.2% | -4.4% | -3.4% |
| 30D | -11.4% | +6.8% | -18.2% | -12.4% |
| 3M | +3.5% | +18.7% | -15.3% | +0.6% |
| 6M | -3.4% | +37.3% | -40.6% | -8.5% |
| YTD | -0.3% | +35.3% | -35.6% | -5.6% |
| 1Y | -10.4% | +20.7% | -31.1% | -13.8% |
| 3Y | +21.3% | +39.4% | -18.1% | +12.6% |
| 5Y | +12.9% | -1.5% | +14.3% | +9.2% |
| 10Y | +284.1% | +239.8% | +44.3% | +206.9% |
| All | +19,614.8% | +73,712.5% | -54,097.7% | +8,017.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling