+14,609.4%
SPGI vs SHW
+21,289.8%
-6,680.3%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.4% | +0.4% | -0.5% |
| 7D | +0.3% | +3.5% | -3.2% | -1.1% |
| 30D | +18.4% | +9.2% | +9.1% | +14.5% |
| 3M | +15.7% | -5.1% | +20.8% | +17.7% |
| 6M | +17.3% | +6.8% | +10.4% | +13.6% |
| YTD | -4.7% | +7.0% | -11.7% | -8.3% |
| 1Y | +1.8% | +4.1% | -2.3% | -1.0% |
| 3Y | +31.7% | +41.1% | -9.4% | +13.6% |
| 5Y | +12.1% | +12.9% | -0.8% | +3.4% |
| 10Y | +341.9% | +366.3% | -24.4% | +151.6% |
| All | +14,609.4% | +21,289.8% | -6,680.3% | +3,299.6% |
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 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