-5.1%
SPOT vs SHW
+3.5%
-8.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.2% | +2.6% | +2.4% |
| 7D | +1.6% | +1.9% | -0.3% | +1.3% |
| 30D | +16.9% | +8.1% | +8.9% | +16.0% |
| 3M | +23.0% | -2.8% | +25.7% | +22.4% |
| 6M | +42.2% | +15.0% | +27.1% | +41.9% |
| YTD | +5.5% | +9.0% | -3.5% | +4.9% |
| 1Y | -5.1% | +4.5% | -9.5% | -6.6% |
| All | -5.1% | +3.5% | -8.6% | -6.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling