+21,748.4%
SHW vs EAT
+9,855.7%
+11,892.7%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.1% | +3.4% | 0.0% |
| 7D | +4.2% | -5.9% | +10.2% | +5.4% |
| 30D | +11.3% | +0.7% | +10.6% | +10.8% |
| 3M | -1.8% | -14.2% | +12.4% | +0.3% |
| 6M | +12.7% | +40.7% | -28.0% | +4.9% |
| YTD | +10.4% | +36.0% | -25.5% | +2.6% |
| 1Y | +4.7% | +83.1% | -78.3% | -8.1% |
| 3Y | +42.7% | +474.8% | -432.1% | -2.3% |
| 5Y | +14.5% | +347.6% | -333.0% | -21.0% |
| 10Y | +340.7% | +321.5% | +19.2% | +161.1% |
| All | +21,748.4% | +9,855.7% | +11,892.7% | +5,506.0% |
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