+21,462.4%
SHW vs EAT
+10,017.9%
+11,444.5%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.3% |
| 7D | +1.9% | -4.0% | +5.9% | +2.6% |
| 30D | +8.1% | -2.9% | +11.0% | +8.3% |
| 3M | -2.8% | -16.9% | +14.1% | 0.0% |
| 6M | +15.0% | +57.0% | -41.9% | +5.0% |
| YTD | +9.0% | +38.2% | -29.2% | +1.0% |
| 1Y | +4.5% | +69.3% | -64.8% | -6.9% |
| 3Y | +41.9% | +483.0% | -441.1% | -3.1% |
| 5Y | +10.7% | +364.1% | -353.4% | -24.1% |
| 10Y | +340.4% | +320.8% | +19.6% | +161.0% |
| All | +21,462.4% | +10,017.9% | +11,444.5% | +5,416.2% |
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