+41.9%
SHW vs DOW
-20.1%
+61.9%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.2% |
| 7D | +1.9% | +5.2% | -3.3% | +1.4% |
| 30D | +8.1% | +13.2% | -5.1% | +6.6% |
| 3M | -2.8% | +10.1% | -12.9% | -4.0% |
| 6M | +15.0% | -13.1% | +28.1% | +17.3% |
| YTD | +9.0% | +46.1% | -37.1% | -2.5% |
| 1Y | +4.5% | +50.0% | -45.5% | -7.3% |
| 3Y | +41.9% | -20.2% | +62.1% | +43.7% |
| All | +41.9% | -20.1% | +61.9% | +43.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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