+9,293.1%
SHW vs PAAS
+1,002.0%
+8,291.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.9% | +1.1% | +3.9% |
| 7D | +1.6% | +8.8% | -7.3% | +1.1% |
| 30D | +12.1% | -8.5% | +20.5% | +12.6% |
| 3M | -3.0% | -17.0% | +14.0% | -2.1% |
| 6M | +13.5% | -27.9% | +41.4% | +15.2% |
| YTD | +11.2% | -17.5% | +28.7% | +11.7% |
| 1Y | +6.2% | +22.8% | -16.6% | +4.3% |
| 3Y | +45.6% | +224.2% | -178.6% | +34.5% |
| 5Y | +15.6% | +73.6% | -58.1% | +9.0% |
| 10Y | +356.5% | +186.4% | +170.1% | +310.3% |
| All | +9,293.1% | +1,002.0% | +8,291.1% | +7,314.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling