+338.8%
SHW vs PAAS
+170.2%
+168.7%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.5% | -2.9% | -1.5% |
| 7D | +3.5% | +8.4% | -4.9% | +2.8% |
| 30D | +9.2% | -7.2% | +16.4% | +9.8% |
| 3M | -5.1% | -14.0% | +8.9% | -4.1% |
| 6M | +6.8% | -26.8% | +33.6% | +9.1% |
| YTD | +7.0% | -19.8% | +26.7% | +7.9% |
| 1Y | +4.1% | +22.8% | -18.7% | +1.1% |
| 3Y | +41.1% | +183.6% | -142.6% | +24.5% |
| 5Y | +12.9% | +73.8% | -61.0% | +1.8% |
| All | +338.8% | +170.2% | +168.7% | +266.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 10y: compounded portfolio wealth divided by compounded PAAS 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…
10y analysis · Full analysis span regression · 6 months rolling