+2,400.1%
SHW vs UAL
+242.1%
+2,158.1%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.5% | -2.1% | +0.1% |
| 7D | -3.2% | +0.7% | -3.9% | -3.3% |
| 30D | -9.5% | -16.1% | +6.6% | -7.3% |
| 3M | +11.5% | +6.1% | +5.3% | +10.5% |
| 6M | -3.5% | +10.8% | -14.4% | -5.2% |
| YTD | +3.7% | -0.4% | +4.1% | +3.2% |
| 1Y | -7.9% | +5.0% | -12.9% | -9.4% |
| 3Y | +24.7% | +124.0% | -99.3% | +7.5% |
| 5Y | +13.6% | +141.0% | -127.4% | -5.3% |
| 10Y | +283.0% | +118.0% | +164.9% | +197.4% |
| All | +2,400.1% | +242.1% | +2,158.1% | +1,339.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling