+5,829.8%
SNPS vs SHW
+13,345.2%
-7,515.4%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +4.0% | -0.4% | +2.1% |
| 7D | +0.2% | +1.6% | -1.4% | -0.5% |
| 30D | -8.4% | +12.1% | -20.5% | -12.8% |
| 3M | +12.3% | -3.0% | +15.2% | +12.7% |
| 6M | -9.6% | +13.5% | -23.1% | -15.1% |
| YTD | -0.6% | +11.2% | -11.8% | -6.6% |
| 1Y | +18.7% | +6.2% | +12.5% | +13.5% |
| 3Y | -7.6% | +45.6% | -53.2% | -21.7% |
| 5Y | +34.1% | +15.6% | +18.5% | +22.1% |
| 10Y | +691.2% | +356.5% | +334.7% | +338.3% |
| All | +5,829.8% | +13,345.2% | -7,515.4% | +823.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling