+5.6%
SHW vs DOCN
+47.2%
-41.6%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -15.9% | +11.9% | -4.4% |
| 7D | +5.7% | -29.3% | +35.0% | +4.7% |
| 30D | +8.7% | -46.0% | +54.7% | +7.1% |
| 3M | -5.4% | -43.2% | +37.8% | -6.6% |
| 6M | +12.2% | -53.7% | +66.0% | +10.7% |
| YTD | +8.5% | +46.9% | -38.4% | +2.9% |
| All | +5.6% | +47.2% | -41.6% | -0.1% |
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