-79.9%
SMR vs SHW
+3.5%
-83.4%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.2% | -3.1% | -3.2% |
| 7D | -8.3% | +1.9% | -10.2% | -8.8% |
| 30D | -20.1% | +8.1% | -28.1% | -22.7% |
| 3M | -52.7% | -2.8% | -49.9% | -51.6% |
| 6M | -61.0% | +15.0% | -76.1% | -64.0% |
| YTD | -67.1% | +9.0% | -76.1% | -69.8% |
| 1Y | -79.9% | +4.5% | -84.3% | -81.6% |
| All | -79.9% | +3.5% | -83.4% | -81.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling