+4,901.1%
SNPS vs SHW
+12,435.4%
-7,534.2%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.4% | -5.8% | -5.6% |
| 7D | -11.0% | -3.2% | -7.8% | -9.9% |
| 30D | -1.7% | -9.5% | +7.8% | +2.0% |
| 3M | -20.4% | +11.5% | -31.8% | -24.2% |
| 6M | -8.6% | -3.5% | -5.1% | -8.3% |
| YTD | -16.2% | +3.7% | -19.9% | -18.5% |
| 1Y | -34.6% | -7.9% | -26.7% | -33.4% |
| 3Y | -14.5% | +24.7% | -39.2% | -22.7% |
| 5Y | +17.0% | +13.6% | +3.4% | +8.1% |
| 10Y | +560.0% | +283.0% | +277.1% | +290.8% |
| All | +4,901.1% | +12,435.4% | -7,534.2% | +705.4% |
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