+20,418.4%
SHW vs TGT
+6,379.3%
+14,039.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.2% | +0.4% |
| 7D | -3.2% | +0.8% | -4.0% | -3.5% |
| 30D | -9.5% | +12.2% | -21.7% | -12.7% |
| 3M | +11.5% | +33.8% | -22.3% | +2.0% |
| 6M | -3.5% | +39.3% | -42.8% | -12.9% |
| YTD | +3.7% | +72.9% | -69.1% | -12.5% |
| 1Y | -7.9% | +84.6% | -92.5% | -24.0% |
| 3Y | +24.7% | +46.2% | -21.5% | +5.9% |
| 5Y | +13.6% | -21.3% | +34.9% | +13.0% |
| 10Y | +283.0% | +213.5% | +69.4% | +138.3% |
| All | +20,418.4% | +6,379.3% | +14,039.1% | +4,424.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling