-9.7%
SHW vs PLTD
-77.3%
+67.6%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.3% | -4.6% | -2.2% |
| 7D | -1.2% | +4.5% | -5.7% | -1.0% |
| 30D | -11.6% | -0.7% | -10.9% | -11.6% |
| 3M | +9.1% | -31.0% | +40.2% | +8.1% |
| 6M | -0.7% | -24.8% | +24.2% | -1.1% |
| YTD | +1.4% | -18.6% | +19.9% | +1.7% |
| 1Y | -12.3% | -31.8% | +19.5% | -13.0% |
| All | -9.7% | -77.3% | +67.6% | -18.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling