+10.2%
SHW vs PAAS
+48.6%
-38.4%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | -0.1% |
| 7D | +1.9% | -8.9% | +10.8% | +2.9% |
| 30D | +8.1% | -11.4% | +19.5% | +9.2% |
| 3M | -2.8% | -20.4% | +17.7% | -0.9% |
| 6M | +15.0% | -40.7% | +55.7% | +20.2% |
| YTD | +9.0% | -26.9% | +35.9% | +11.0% |
| 1Y | +4.5% | -3.1% | +7.5% | +3.5% |
| 3Y | +41.9% | +199.3% | -157.4% | +20.8% |
| All | +10.2% | +48.6% | -38.4% | -5.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling