+96.5%
STM vs SHW
+7.3%
+89.2%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +6.6% | -12.7% | -7.6% |
| 7D | -6.0% | +13.3% | -19.3% | -9.6% |
| 30D | -20.9% | +14.1% | -35.1% | -24.6% |
| 3M | -15.8% | +0.8% | -16.5% | -15.4% |
| 6M | -17.0% | +17.6% | -34.7% | -23.7% |
| YTD | +76.8% | +13.0% | +63.8% | +67.1% |
| 1Y | +96.5% | +7.0% | +89.5% | +91.5% |
| All | +96.5% | +7.3% | +89.2% | +91.5% |
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