+10,472.6%
SHW vs DAR
+1,373.4%
+9,099.2%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | -0.6% |
| 7D | +4.2% | -3.8% | +8.1% | +4.4% |
| 30D | +11.3% | -14.4% | +25.7% | +12.1% |
| 3M | -1.8% | -17.9% | +16.1% | -0.9% |
| 6M | +12.7% | -18.3% | +31.0% | +13.6% |
| YTD | +10.4% | +43.2% | -32.8% | +8.0% |
| 1Y | +4.7% | +57.7% | -53.0% | +1.9% |
| 3Y | +42.7% | +22.7% | +20.0% | +39.5% |
| 5Y | +14.5% | -34.0% | +48.6% | +14.9% |
| 10Y | +340.7% | +279.5% | +61.3% | +306.1% |
| All | +10,472.6% | +1,373.4% | +9,099.2% | +9,268.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling