+12.2%
SHW vs PWR
+348.8%
-336.6%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +6.3% | -7.7% | -2.5% |
| 7D | +3.5% | -12.9% | +16.3% | +5.4% |
| 30D | +9.2% | -22.8% | +32.1% | +13.6% |
| 3M | -5.1% | -19.0% | +13.9% | -2.5% |
| 6M | +6.8% | -31.1% | +37.9% | +13.0% |
| YTD | +7.0% | +28.3% | -21.3% | -3.6% |
| 1Y | +4.1% | +22.2% | -18.1% | -5.2% |
| 3Y | +41.1% | +222.2% | -181.1% | -9.1% |
| All | +12.2% | +348.8% | -336.6% | -35.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling