+7.0%
SHW vs PWR
+31.4%
-24.4%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -11.7% | +18.3% | +6.3% |
| 7D | +13.3% | -4.4% | +17.7% | +12.9% |
| 30D | +14.1% | -15.1% | +29.2% | +14.1% |
| 3M | +0.8% | -16.2% | +17.0% | +0.8% |
| 6M | +17.6% | -23.3% | +41.0% | +18.7% |
| YTD | +13.0% | +37.6% | -24.6% | +8.4% |
| 1Y | +7.0% | +32.4% | -25.4% | +2.8% |
| All | +7.0% | +31.4% | -24.4% | +2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 1y: compounded portfolio wealth divided by compounded PWR 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…
1y analysis · Full analysis span regression · 6 months rolling