+278.3%
SHW vs PAAS
+197.3%
+80.9%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.6% | -2.2% |
| 7D | -1.2% | +2.0% | -3.2% | -1.3% |
| 30D | -11.6% | -0.1% | -11.5% | -11.7% |
| 3M | +9.1% | +8.2% | +0.9% | +8.1% |
| 6M | -0.7% | -13.8% | +13.1% | 0.0% |
| YTD | +1.4% | -0.6% | +2.0% | +0.5% |
| 1Y | -12.3% | +44.0% | -56.3% | -16.1% |
| 3Y | +23.4% | +246.6% | -223.2% | +6.8% |
| 5Y | +15.0% | +116.1% | -101.1% | +1.8% |
| 10Y | +278.3% | +202.7% | +75.5% | +216.7% |
| All | +278.3% | +197.3% | +80.9% | +216.7% |
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