+21,462.4%
SHW vs TGT
+6,306.3%
+15,156.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.3% |
| 7D | +1.9% | +2.6% | -0.7% | +1.1% |
| 30D | +8.1% | +4.7% | +3.4% | +6.7% |
| 3M | -2.8% | +4.6% | -7.3% | -4.1% |
| 6M | +15.0% | +34.9% | -19.8% | +5.0% |
| YTD | +9.0% | +70.9% | -61.9% | -7.7% |
| 1Y | +4.5% | +84.4% | -79.9% | -13.6% |
| 3Y | +41.9% | +69.1% | -27.3% | +15.5% |
| 5Y | +10.7% | -26.9% | +37.7% | +12.8% |
| 10Y | +340.4% | +207.6% | +132.7% | +175.8% |
| All | +21,462.4% | +6,306.3% | +15,156.1% | +4,674.2% |
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