+16.5%
SNPS vs SHW
+14.2%
+2.2%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.3% | +1.8% | +0.6% |
| 7D | -5.5% | -1.2% | -4.3% | -5.0% |
| 30D | -5.8% | -11.6% | +5.8% | -0.2% |
| 3M | -17.2% | +9.1% | -26.3% | -21.5% |
| 6M | -10.4% | -0.7% | -9.7% | -11.3% |
| YTD | -16.5% | +1.4% | -17.9% | -18.9% |
| 1Y | -35.6% | -12.3% | -23.4% | -32.2% |
| 3Y | -14.6% | +23.4% | -38.0% | -25.3% |
| 5Y | +16.5% | +15.0% | +1.5% | +8.6% |
| All | +16.5% | +14.2% | +2.2% | +8.6% |
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 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