+1,975.7%
SHW vs DAL
+359.0%
+1,616.6%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.3% | +0.4% | -3.1% |
| 7D | +5.7% | +4.6% | +1.2% | +4.9% |
| 30D | +8.7% | +2.3% | +6.4% | +8.2% |
| 3M | -5.4% | -8.1% | +2.7% | -3.8% |
| 6M | +12.2% | +21.4% | -9.2% | +8.0% |
| YTD | +8.5% | +24.3% | -15.8% | +3.5% |
| 1Y | +4.9% | +47.4% | -42.4% | -3.2% |
| 3Y | +42.8% | +164.6% | -121.8% | +14.5% |
| 5Y | +14.5% | +100.2% | -85.8% | -5.2% |
| 10Y | +373.0% | +124.9% | +248.1% | +257.6% |
| All | +1,975.7% | +359.0% | +1,616.6% | +987.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling