+264.0%
SPOT vs SHW
+181.5%
+82.5%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.4% | -3.6% | -3.3% |
| 7D | -0.9% | -3.2% | +2.3% | +0.3% |
| 30D | +12.5% | -9.5% | +22.0% | +16.9% |
| 3M | +9.9% | +11.5% | -1.6% | +4.6% |
| 6M | +1.6% | -3.5% | +5.1% | +2.1% |
| YTD | -6.6% | +3.7% | -10.3% | -9.4% |
| 1Y | -22.9% | -7.9% | -15.0% | -21.8% |
| 3Y | +244.3% | +24.7% | +219.6% | +199.9% |
| 5Y | +117.8% | +13.6% | +104.2% | +91.2% |
| All | +264.0% | +181.5% | +82.5% | +111.7% |
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