-7.6%
SNPS vs SHW
+43.4%
-50.9%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +4.0% | -0.4% | +2.3% |
| 7D | +0.2% | +1.6% | -1.4% | -0.4% |
| 30D | -8.4% | +12.1% | -20.5% | -12.6% |
| 3M | +12.3% | -3.0% | +15.2% | +13.5% |
| 6M | -9.6% | +13.5% | -23.1% | -15.2% |
| YTD | -0.6% | +11.2% | -11.8% | -7.5% |
| 1Y | +18.7% | +6.2% | +12.5% | +13.5% |
| 3Y | -7.6% | +45.6% | -53.2% | -21.8% |
| All | -7.6% | +43.4% | -50.9% | -21.8% |
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