+34.8%
SMCI vs SHW
+19.9%
+14.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.0% | -3.0% | -3.4% |
| 7D | -1.3% | -4.5% | +3.2% | +1.2% |
| 30D | +18.3% | -12.7% | +31.0% | +27.4% |
| 3M | +27.7% | +4.7% | +23.0% | +21.9% |
| 6M | +17.6% | -3.4% | +21.0% | +18.7% |
| YTD | +27.7% | -1.3% | +29.0% | +27.2% |
| 1Y | -14.9% | -10.4% | -4.5% | -10.8% |
| All | +34.8% | +19.9% | +14.9% | +6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SHW.
Daily Out/Under-Performance
Portfolio return minus SHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHW 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 3y: compounded portfolio wealth divided by compounded SHW 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…
3y analysis · Full analysis span regression · 6 months rolling