-14.6%
TEAM vs SHW
+23.8%
-38.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.3% | -4.7% | -6.1% |
| 7D | -5.7% | -1.2% | -4.5% | -5.2% |
| 30D | +18.3% | -11.6% | +29.9% | +23.6% |
| 3M | +80.2% | +9.1% | +71.1% | +76.3% |
| 6M | +111.0% | -0.7% | +111.6% | +111.4% |
| YTD | +8.8% | +1.4% | +7.5% | +6.5% |
| 1Y | +2.2% | -12.3% | +14.4% | +7.9% |
| 3Y | -14.6% | +23.4% | -38.0% | -24.2% |
| All | -14.6% | +23.8% | -38.4% | -24.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling