+6,744.3%
SHW vs BRKR
+172.5%
+6,571.8%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.2% | +2.1% | +1.9% |
| 7D | -3.1% | -8.7% | +5.6% | -2.0% |
| 30D | -10.0% | -9.9% | -0.2% | -8.9% |
| 3M | +2.3% | -3.1% | +5.3% | +1.9% |
| 6M | +0.7% | +45.5% | -44.8% | -5.4% |
| YTD | +0.5% | +13.7% | -13.2% | -2.8% |
| 1Y | -11.5% | +67.4% | -78.9% | -18.9% |
| 3Y | +21.3% | -13.2% | +34.5% | +18.7% |
| 5Y | +12.5% | -39.5% | +52.0% | +14.2% |
| 10Y | +287.3% | +153.5% | +133.8% | +230.6% |
| All | +6,744.3% | +172.5% | +6,571.8% | +4,662.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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