+8,192.2%
SHW vs DVA
+5,081.6%
+3,110.6%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | DVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.1% | -0.1% | -2.0% |
| 7D | -1.2% | +2.2% | -3.4% | -1.4% |
| 30D | -11.6% | -2.0% | -9.6% | -11.4% |
| 3M | +9.1% | -6.3% | +15.4% | +9.6% |
| 6M | -0.7% | +19.4% | -20.1% | -3.5% |
| YTD | +1.4% | +58.5% | -57.1% | -5.2% |
| 1Y | -12.3% | +33.9% | -46.1% | -16.3% |
| 3Y | +23.4% | +88.4% | -65.1% | +11.8% |
| 5Y | +15.0% | +39.5% | -24.5% | +6.4% |
| 10Y | +278.3% | +179.5% | +98.8% | +218.6% |
| All | +8,192.2% | +5,081.6% | +3,110.6% | +5,744.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DVA.
Daily Out/Under-Performance
Portfolio return minus DVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DVA 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded DVA 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling