+17.6%
SHW vs DOCN
-20.0%
+37.6%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -7.2% | +13.8% | +6.2% |
| 7D | +13.3% | -20.0% | +33.3% | +12.1% |
| 30D | +14.1% | -38.8% | +52.9% | +12.0% |
| 3M | +0.8% | -34.8% | +35.6% | -0.6% |
| 6M | +17.6% | -22.8% | +40.4% | +14.5% |
| All | +17.6% | -20.0% | +37.6% | +14.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling