+625.9%
TEAM vs SHW
+337.5%
+288.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.1% | +2.5% | +2.5% |
| 7D | -19.7% | -2.1% | -17.6% | -18.8% |
| 30D | -26.6% | +11.1% | -37.7% | -30.7% |
| 3M | -1.1% | -2.2% | +1.1% | -0.7% |
| 6M | +74.6% | +14.3% | +60.3% | +61.5% |
| YTD | -6.0% | +10.6% | -16.6% | -13.3% |
| 1Y | -3.2% | +4.1% | -7.3% | -7.8% |
| 3Y | -13.5% | +42.9% | -56.4% | -31.5% |
| 5Y | -65.5% | +14.2% | -79.7% | -70.0% |
| 10Y | +454.5% | +346.7% | +107.8% | +162.3% |
| All | +625.9% | +337.5% | +288.4% | +226.8% |
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