+802.8%
TEAM vs SHW
+310.4%
+492.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.4% | -3.1% | -2.8% |
| 7D | -0.4% | -3.2% | +2.8% | +1.2% |
| 30D | +67.3% | -9.5% | +76.8% | +76.1% |
| 3M | +86.8% | +11.5% | +75.3% | +76.8% |
| 6M | +146.8% | -3.5% | +150.4% | +147.8% |
| YTD | +16.9% | +3.7% | +13.2% | +12.1% |
| 1Y | +12.8% | -7.9% | +20.7% | +15.0% |
| 3Y | -7.3% | +24.7% | -32.0% | -20.8% |
| 5Y | -50.7% | +13.6% | -64.3% | -56.6% |
| 10Y | +529.8% | +283.0% | +246.9% | +221.0% |
| All | +802.8% | +310.4% | +492.3% | +322.2% |
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 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