+34.1%
SNPS vs SHW
+16.8%
+17.3%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +4.0% | -0.4% | +1.9% |
| 7D | +0.2% | +1.6% | -1.4% | -0.6% |
| 30D | -8.4% | +12.1% | -20.5% | -13.4% |
| 3M | +12.3% | -3.0% | +15.2% | +13.2% |
| 6M | -9.6% | +13.5% | -23.1% | -16.2% |
| YTD | -0.6% | +11.2% | -11.8% | -8.0% |
| 1Y | +18.7% | +6.2% | +12.5% | +12.5% |
| 3Y | -7.6% | +45.6% | -53.2% | -25.5% |
| 5Y | +34.1% | +15.6% | +18.5% | +30.3% |
| All | +34.1% | +16.8% | +17.3% | +30.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling