+2,478.0%
SHW vs UAL
+246.2%
+2,231.7%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.0% | -3.4% | -1.7% |
| 7D | +3.5% | +8.2% | -4.7% | +2.4% |
| 30D | +9.2% | +2.3% | +6.9% | +8.8% |
| 3M | -5.1% | -12.7% | +7.6% | -3.4% |
| 6M | +6.8% | +12.7% | -5.8% | +4.8% |
| YTD | +7.0% | +0.8% | +6.1% | +6.1% |
| 1Y | +4.1% | +17.8% | -13.7% | +1.0% |
| 3Y | +41.1% | +206.7% | -165.6% | +16.4% |
| 5Y | +12.9% | +113.9% | -101.0% | -4.4% |
| 10Y | +366.3% | +97.0% | +269.3% | +266.8% |
| All | +2,478.0% | +246.2% | +2,231.7% | +1,380.4% |
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