+607.6%
TEAM vs SHW
+337.0%
+270.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.7% | -3.3% | -3.7% |
| 7D | -22.2% | +4.2% | -26.5% | -23.8% |
| 30D | -28.1% | +11.3% | -39.4% | -32.2% |
| 3M | -2.2% | -1.8% | -0.3% | -1.9% |
| 6M | +62.2% | +12.7% | +49.5% | +51.2% |
| YTD | -8.4% | +10.4% | -18.8% | -15.4% |
| 1Y | -6.6% | +4.7% | -11.3% | -11.4% |
| 3Y | -15.7% | +42.7% | -58.4% | -33.2% |
| 5Y | -65.7% | +14.5% | -80.3% | -70.2% |
| 10Y | +441.0% | +340.7% | +100.2% | +157.3% |
| All | +607.6% | +337.0% | +270.6% | +218.7% |
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