+7.0%
SHW vs DAL
+57.1%
-50.1%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +7.2% | -0.5% | +3.9% |
| 7D | +13.3% | +11.1% | +2.2% | +9.0% |
| 30D | +14.1% | +7.7% | +6.4% | +10.8% |
| 3M | +0.8% | -3.5% | +4.3% | +1.7% |
| 6M | +17.6% | +31.3% | -13.7% | +8.4% |
| YTD | +13.0% | +30.0% | -17.0% | +3.2% |
| 1Y | +7.0% | +62.1% | -55.1% | -5.9% |
| All | +7.0% | +57.1% | -50.1% | -5.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 DAL 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