-12.3%
SHW vs PWR
+69.6%
-81.9%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.3% | -4.6% | -2.4% |
| 7D | -1.2% | +4.5% | -5.7% | -1.3% |
| 30D | -11.6% | -4.9% | -6.7% | -11.5% |
| 3M | +9.1% | -7.9% | +17.0% | +9.4% |
| 6M | -0.7% | +18.3% | -19.0% | -2.9% |
| YTD | +1.4% | +51.5% | -50.2% | -1.9% |
| 1Y | -12.3% | +70.3% | -82.6% | -15.9% |
| All | -12.3% | +69.6% | -81.9% | -15.9% |
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