-52.7%
TEAM vs SHW
+11.7%
-64.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.0% | +2.0% | +1.6% |
| 7D | -7.8% | -4.5% | -3.3% | -5.3% |
| 30D | +16.5% | -12.7% | +29.2% | +25.8% |
| 3M | +96.2% | +4.7% | +91.5% | +91.4% |
| 6M | +130.2% | -3.4% | +133.6% | +131.5% |
| YTD | +10.7% | -1.3% | +12.1% | +8.3% |
| 1Y | +3.0% | -10.4% | +13.4% | +7.3% |
| 3Y | -13.1% | +20.1% | -33.2% | -28.6% |
| 5Y | -52.7% | +10.5% | -63.2% | -58.6% |
| All | -52.7% | +11.7% | -64.5% | -58.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling