-7.9%
SHW vs DOCN
+254.3%
-262.2%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.8% | -2.4% | +0.5% |
| 7D | -3.2% | +1.1% | -4.4% | -3.2% |
| 30D | -9.5% | -9.6% | +0.1% | -9.7% |
| 3M | +11.5% | -37.7% | +49.2% | +11.2% |
| 6M | -3.5% | +115.2% | -118.8% | -3.2% |
| YTD | +3.7% | +133.7% | -130.0% | +4.0% |
| 1Y | -7.9% | +250.2% | -258.1% | -9.1% |
| All | -7.9% | +254.3% | -262.2% | -9.1% |
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