+4.7%
SHW vs DOCN
+58.0%
-53.3%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.6% | -2.3% | -0.7% |
| 7D | +4.2% | -12.1% | +16.4% | +3.8% |
| 30D | +11.3% | -41.0% | +52.3% | +9.8% |
| 3M | -1.8% | -38.7% | +36.9% | -2.9% |
| 6M | +12.7% | -51.5% | +64.2% | +11.5% |
| YTD | +10.4% | +65.3% | -54.8% | +6.2% |
| 1Y | +4.7% | +53.9% | -49.2% | +1.4% |
| All | +4.7% | +58.0% | -53.3% | +1.4% |
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