+14,784.9%
SPGI vs SHW
+21,988.5%
-7,203.6%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.8% |
| 7D | +1.6% | +4.2% | -2.7% | 0.0% |
| 30D | +16.1% | +11.3% | +4.8% | +11.5% |
| 3M | +15.5% | -1.8% | +17.3% | +16.0% |
| 6M | +19.6% | +12.7% | +6.9% | +13.6% |
| YTD | -3.6% | +10.4% | -14.0% | -8.3% |
| 1Y | +2.2% | +4.7% | -2.5% | -0.9% |
| 3Y | +30.1% | +42.7% | -12.6% | +11.8% |
| 5Y | +14.9% | +14.5% | +0.4% | +5.4% |
| 10Y | +334.0% | +340.7% | -6.8% | +151.0% |
| All | +14,784.9% | +21,988.5% | -7,203.6% | +3,298.7% |
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