+337.7%
SHW vs DAR
+311.7%
+26.0%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.4% |
| 7D | +1.9% | +11.6% | -9.6% | -0.1% |
| 30D | +8.1% | -10.2% | +18.3% | +10.0% |
| 3M | -2.8% | -14.8% | +12.1% | -0.3% |
| 6M | +15.0% | -10.1% | +25.1% | +16.2% |
| YTD | +9.0% | +55.5% | -46.5% | -2.3% |
| 1Y | +4.5% | +61.7% | -57.2% | -7.2% |
| 3Y | +41.9% | +37.2% | +4.7% | +25.5% |
| 5Y | +10.7% | -26.9% | +37.7% | +10.5% |
| All | +337.7% | +311.7% | +26.0% | +150.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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