+5,768.2%
SNPS vs SHW
+13,263.7%
-7,495.5%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.4% |
| 7D | -0.2% | -2.1% | +2.0% | +0.7% |
| 30D | -8.0% | +11.1% | -19.1% | -12.1% |
| 3M | +12.5% | -2.2% | +14.6% | +12.6% |
| 6M | -10.5% | +14.3% | -24.8% | -16.2% |
| YTD | -1.6% | +10.6% | -12.2% | -7.3% |
| 1Y | +16.8% | +4.1% | +12.7% | +12.6% |
| 3Y | -10.9% | +42.9% | -53.8% | -24.0% |
| 5Y | +35.8% | +14.2% | +21.6% | +24.2% |
| 10Y | +675.0% | +346.7% | +328.2% | +332.7% |
| All | +5,768.2% | +13,263.7% | -7,495.5% | +815.9% |
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