+7.0%
SHW vs DOCN
+110.0%
-103.1%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -7.2% | +13.8% | +6.3% |
| 7D | +13.3% | -20.0% | +33.3% | +12.5% |
| 30D | +14.1% | -38.8% | +52.9% | +12.6% |
| 3M | +0.8% | -34.8% | +35.6% | -0.2% |
| 6M | +17.6% | -22.8% | +40.4% | +16.1% |
| YTD | +13.0% | +74.6% | -61.6% | +11.9% |
| 1Y | +7.0% | +116.4% | -109.4% | +6.4% |
| All | +7.0% | +110.0% | -103.1% | +6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 1y: compounded portfolio wealth divided by compounded DOCN 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…
1y analysis · Full analysis span regression · 6 months rolling