-7.9%
SHW vs TGT
+84.5%
-92.4%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.2% | +0.4% |
| 7D | -3.2% | +0.8% | -4.0% | -3.4% |
| 30D | -9.5% | +12.2% | -21.7% | -12.4% |
| 3M | +11.5% | +33.8% | -22.3% | +3.6% |
| 6M | -3.5% | +39.3% | -42.8% | -11.2% |
| YTD | +3.7% | +72.9% | -69.1% | -8.8% |
| 1Y | -7.9% | +84.6% | -92.5% | -20.0% |
| All | -7.9% | +84.5% | -92.4% | -20.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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