+282.9%
SHW vs DAL
+141.2%
+141.7%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.8% | -1.4% | 0.0% |
| 7D | -3.2% | +0.1% | -3.4% | -3.3% |
| 30D | -9.5% | -13.9% | +4.4% | -6.5% |
| 3M | +11.5% | +1.1% | +10.4% | +11.3% |
| 6M | -3.5% | +26.2% | -29.8% | -8.4% |
| YTD | +3.7% | +16.4% | -12.7% | -0.1% |
| 1Y | -7.9% | +33.9% | -41.8% | -14.3% |
| 3Y | +24.7% | +93.4% | -68.7% | +3.6% |
| 5Y | +13.6% | +106.4% | -92.8% | -9.4% |
| All | +282.9% | +141.2% | +141.7% | +164.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling