+20,418.4%
SHW vs EAT
+11,644.8%
+8,773.7%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.1% | +0.3% |
| 7D | -3.2% | 0.0% | -3.2% | -3.3% |
| 30D | -9.5% | +1.9% | -11.4% | -10.1% |
| 3M | +11.5% | +68.7% | -57.2% | +1.0% |
| 6M | -3.5% | +66.9% | -70.4% | -13.0% |
| YTD | +3.7% | +60.4% | -56.7% | -6.1% |
| 1Y | -7.9% | +44.0% | -51.9% | -15.4% |
| 3Y | +24.7% | +604.7% | -580.0% | -17.5% |
| 5Y | +13.6% | +347.0% | -333.4% | -21.6% |
| 10Y | +283.0% | +390.8% | -107.8% | +121.7% |
| All | +20,418.4% | +11,644.8% | +8,773.7% | +5,031.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 all: compounded portfolio wealth divided by compounded EAT 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…
all analysis · Full analysis span regression · 6 months rolling