+18.4%
U vs SHW
+7.3%
+11.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +6.6% | -1.7% | +4.0% |
| 7D | +7.5% | +13.3% | -5.8% | +5.8% |
| 30D | -7.0% | +14.1% | -21.2% | -8.6% |
| 3M | +20.6% | +0.8% | +19.8% | +19.7% |
| 6M | +53.2% | +17.6% | +35.5% | +52.1% |
| YTD | -3.9% | +13.0% | -16.9% | -7.1% |
| 1Y | +18.4% | +7.0% | +11.4% | +14.9% |
| All | +18.4% | +7.3% | +11.1% | +14.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling