-0.9%
SHW vs PLTD
-77.7%
+76.9%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -5.5% | +9.5% | +3.8% |
| 7D | +1.6% | +4.2% | -2.7% | +1.7% |
| 30D | +12.1% | +20.8% | -8.8% | +12.8% |
| 3M | -3.0% | -2.6% | -0.4% | -3.0% |
| 6M | +13.5% | -33.1% | +46.6% | +12.4% |
| YTD | +11.2% | -20.0% | +31.3% | +11.5% |
| 1Y | +6.2% | -21.6% | +27.9% | +6.4% |
| All | -0.9% | -77.7% | +76.9% | -10.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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