+26.4%
SHW vs KMB
-5.6%
+32.0%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.6% | +2.0% | +1.0% |
| 7D | -3.2% | -3.0% | -0.2% | -2.2% |
| 30D | -9.5% | -5.5% | -4.0% | -7.8% |
| 3M | +11.5% | +14.0% | -2.5% | +7.5% |
| 6M | -3.5% | +4.1% | -7.6% | -5.0% |
| YTD | +3.7% | +8.0% | -4.3% | +1.4% |
| 1Y | -7.9% | -13.7% | +5.8% | -5.2% |
| All | +26.4% | -5.6% | +32.0% | +28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 KMB 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