+27.1%
SHW vs DOCN
+324.7%
-297.6%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.8% | -2.4% | +0.3% |
| 7D | -3.2% | +1.1% | -4.4% | -3.3% |
| 30D | -9.5% | -9.6% | +0.1% | -9.1% |
| 3M | +11.5% | -37.7% | +49.2% | +14.6% |
| 6M | -3.5% | +115.2% | -118.8% | -13.3% |
| YTD | +3.7% | +133.7% | -130.0% | -8.3% |
| 1Y | -7.9% | +250.2% | -258.1% | -23.6% |
| All | +27.1% | +324.7% | -297.6% | -0.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling