+9,829.1%
SHW vs DAR
+1,762.6%
+8,066.5%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +0.5% |
| 7D | -3.2% | +1.4% | -4.6% | -3.3% |
| 30D | -9.5% | +12.8% | -22.3% | -10.1% |
| 3M | +11.5% | +7.4% | +4.1% | +10.9% |
| 6M | -3.5% | +22.3% | -25.8% | -4.8% |
| YTD | +3.7% | +81.1% | -77.4% | +0.3% |
| 1Y | -7.9% | +106.5% | -114.4% | -11.6% |
| 3Y | +24.7% | +5.3% | +19.4% | +22.9% |
| 5Y | +13.6% | -11.5% | +25.1% | +12.3% |
| 10Y | +283.0% | +353.3% | -70.4% | +249.6% |
| All | +9,829.1% | +1,762.6% | +8,066.5% | +8,601.3% |
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 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