-12.3%
SHW vs UAL
+0.7%
-13.0%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.8% | +0.5% | -1.5% |
| 7D | -1.2% | +3.5% | -4.6% | -2.1% |
| 30D | -11.6% | -16.5% | +4.9% | -7.3% |
| 3M | +9.1% | +2.8% | +6.3% | +8.9% |
| 6M | -0.7% | +17.6% | -18.2% | -4.1% |
| YTD | +1.4% | -3.2% | +4.6% | -0.6% |
| 1Y | -12.3% | +0.4% | -12.7% | -13.0% |
| All | -12.3% | +0.7% | -13.0% | -13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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